Office: (724) 656-6718
Voicemail: (800) 433-1828, ext. 105
Fax: (724) 657-5627
Lisa joined Kades-Margolis Corporation in 1996. She specializes in retirement plans,
including 403(b), 457(b) and 401(k) plans. She focuses on investment planning, personal financial strategies and the state pension system. Lisa also provides various insurance planning strategies, including life insurance and long-term care insurance.
With more than 20 years in the financial services industry, Lisa has a broad background of financial investment and planning strategies and services for clients. She develops a financial blueprint for each client that matches his or her lifestyle, financial objectives and needs. And most importantly, Lisa ensures the client is comfortable with the strategy. This is critical to long-term financial success.
Lisa graduated from Duquesne University in Pittsburgh, Pennsylvania with a Bachelor of Science Degree in Business and Administration. She is a Registered Representative of GWN Securities, Inc., an independent registered broker-dealer. She is separately licensed to offer life and health insurance, including long-term care insurance. She has completed coursework towards her Certified Financial Planner designation through the American College.
Lisa and her husband, Jeff, live in the Pittsburgh area with their West Highland Terrier, Darby. In her spare time, she volunteers her time chairing fundraisers for the American Cancer Society. Lisa also enjoys golfing and snowboarding.