Lisa DeLisio

Client Service Associate

Lisa DeLisio has joined the firm as a Client Service Associate. Lisa has over 30 years of experience in the financial services industry. Being on the forefront to align better processes, she has assisted firms in developing and implementing new ways to utilize company data and technology. She holds a Series 65 license, held with LPL Financial, and will play a vital role in providing support on administrative tasks and client management functions.