With more than 20 years in the financial services industry, Lisa has a broad background of 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.