Lisa is part of the next generation of investment professionals, continuing a family legacy in wealth management shaped by her parents, both senior Investment Advisors. For Lisa, managing money was more than a career choice; it was the background music of her childhood, where market updates played during morning drives and dinner conversations centered around investing, saving, and growing wealth responsibly.
Today, she brings her own voice and vision to the practice: one that is deeply empathetic, psychologically informed, and grounded in long-term relationships. As a mother, equestrian, and longtime yoga practitioner, she brings balance, focus, and clarity to her role as a wealth advisor.
Lisa’s approach combines the strategic with the personal, always centered on helping clients live with greater confidence, and intention.
Meet The Team
Investment Advisor
Client Service Associate
Additional TD Specialists
Financial Security Advisor
Business Succession Advisor
Wealth Planning Specialist
Tax and Estate Planner
Vice President, Philanthropic Advisory Services
