Client Service Associate
Lisa serves as a Client Services Associate and is the initial point of contact when you visit our office. In addition to welcoming visitors, Lisa is responsible for invoicing, retirement plan client support, document management and maintaining our online marketing efforts. Lisa holds a Bachelor of Science in Marketing and Management from Florida Atlantic University, graduating Summa Cum Laude.
When she is not in the office, Lisa enjoys traveling and exploring new cities, going to concerts of her favorite bands, and spending time with family and friends.
“Cherish yesterday, Dream tomorrow, Live today.” - Richard Bach