About Lisa
I am a…
Finance professional
Bio
For over 30 years I have had the privilege of helping affluent individuals and families. Starting on Wall St. and now in Boston I continue to combine personal passion and life experiences into my business. I am committed to my community and serve on the board of the SSYMCA and as Class President, Mt. David Society member at Bates College. Previously, I have had the pleasure of working on the board of the Old Colony Montessori School and for the Town of Hingham Scholarship Committee. My favorite job is mother to Kate and Georgia.
I'm passionate about
Inspiring financial confidence in women
An idea worth spreading
Obstacles do not block the path...they are the path
Areas of expertise
Financial Planning, Insurance, Investments, Retirement income planning
The TED story
I am working on that...my goal is to meet and learn from amazing women and turn great ideas into action - make a difference!
Things you might not know
Event Planning