About Lisa
Lisa aims to provide a seamless client experience by assisting clients and wealth advisors with transactional account needs, requests, and account maintenance.
She joins Focus Partners Wealth with more than 10 years of experience in the financial services industry, including in client service roles at Fidelity and Lincoln Financial.
Outside the office, Lisa enjoys spending time with family, exploring Boston, and attending the ballet.
Education and Professional Milestones
-Plymouth State University – Master of Science in mathematics education
Lisa aims to provide a seamless client experience by assisting clients and wealth advisors with transactional account needs, requests, and account maintenance.
She joins Focus Partners Wealth with more than 10 years of experience in the financial services industry, including in client service roles at Fidelity and Lincoln Financial.
Outside the office, Lisa enjoys spending time with family, exploring Boston, and attending the ballet.
Education and Professional Milestones
-Plymouth State University – Master of Science in mathematics education