Lisa joined Main Street Financial in 2005. She has been working behind the scenes adding value to our clients by supporting the vision and direction of our practice. Lisa also works closely with the Advisory Team to ensure we deliver exceptional client service. Lisa enjoys interacting with our clients. Her strong organization skills and attention to follow-up ensures we deliver the high touch experience our clients expect and deserve.
Lisa oversees operations with a goal of maximum efficiency and attention to detail. Whether she is preparing documents, opening and maintaining accounts, processing transfers, deposits and distributions, responding to client requests, updating the books and records of the firm, handling Human Resource issues etc., Lisa strives for accuracy and efficiency, always with the client experience in mind.
Lisa holds Life; Accident & Health or Sickness Insurance Licenses.
A native of New Jersey, Lisa resides in Moorestown, NJ with her husband, Joe, and their adopted rescue dog, Harley. Lisa is a mom to a daughter, identical twin sons and three stepsons. Family is extremely important to her and she gets great joy out of spending time together as a family. In her free time, Lisa enjoys traveling, reading, cooking, baking and especially spending time with family and friends. Lisa and Joe enjoy traveling together and plan to do much more over the years ahead.