Broker Check

Lisa joined the firm in 2007.

Lisa has many years of experience in an administrative role.  At present, she manages all client transitions to our wealth management firm, Landmark Financial Services Group, LLC and the internal operations of both firms.  She is responsible for ensuring that all of our clients receive levels of service that exceed expectations.

She began her career working at Prudential Insurance, where she held positions that provided a perfect backdrop to her job with us.  She worked in roles such as a client relations manager within the Group Insurance Division at Prudential and as an administrative assistant to the manger of the Dental Division and the Human Resource Director.  She continued her career at Workscape Incorporated where she started as an administrative assistant for the Director of Implementation and was subsequently promoted to Quality Assurance Engineer. 

Lisa holds a Bachelors Degree in Business Administration from Merrimack College, and is a Notary Public.

Lisa is married with two great children. She enjoys vacationing with her family in the White Mountains and taking her kids to amusement parks.


Lisa is not registered with Osaic Wealth Management.