Lisa began her career as an estate planning attorney and later spent over a decade in executive leadership at one of the world’s largest financial institutions, where she led expansive teams across some of the broadest geographies in the United States. Even in those roles, she continued working directly with clients—ultimately returning her full focus to advisory work, where she is most passionate.
Lisa is known for the way she listens. She takes the time to deeply understand each client’s goals, concerns, family dynamics, and values, and uses that insight to build a strategy that aligns every part of their financial life. For many clients, she serves as a central advisor—coordinating with CPAs, attorneys, and other specialists to ensure all decisions are working together.
Her approach is grounded in a comprehensive planning process that serves as a long-term blueprint—guiding investment decisions, tax strategy, liquidity planning, and legacy design. She is particularly focused on helping clients:
- Navigate major transitions (business sales, inheritance, divorce, retirement)
- Integrate private and alternative investments into portfolios
- Align wealth with long-term family and philanthropic goals
- Simplify complex financial structures into clear, actionable plans
Lisa is actively involved in her community and serves on nonprofit and advisory boards, including as president of Congregation Agudas Achim. She is passionate about helping individuals and families build meaningful lives and lasting legacies.
She holds a Juris Doctor from Seton Hall University School of Law and an LL.M. in Taxation from Villanova University School of Law.
How Lisa Works With Clients
Lisa’s role goes beyond traditional wealth management. She works as a strategic partner to her clients—helping them think through decisions, anticipate risks, and coordinate every aspect of their financial lives.
Clients often describe her as:
- A sounding board for major financial decisions
- A connector across their advisory team
- A steady presence during complex or emotional transitions
Her focus is simple: to help clients make thoughtful decisions, avoid costly mistakes, and move forward with confidence
