Customer Service Coordinator
Lisa is our “Ambassador of First Impressions” and is usually the first voice you hear when you call or visit our office in Orlando. You will quickly see that Lisa is passionate about providing great service to our clients.
Lisa has the Financial Paraplanner Qualified Professional™ designation offered through the College for Financial Planning and her responsibilities include handling many of the details for new clients.
When Lisa is not in the office, she loves to spend time with her husband and three daughters at Disney or head to the beach. She also enjoys traveling to Illinois to see her family living there.