Since 2010, Lisa has provided administrative support to Rick and his clients. With two decades of financial industry experience, Lisa applies this knowledge and expertise to every client interaction.
Lisa is a licensed Notary Public in Massachusetts. She earned her Bachelor of Science in Business Management from the University of Massachusetts at Boston. Lisa also successfully completed the Financial Paraplanner course through the College for Financial Planning at Boston University. She lives in East Bridgewater with her husband and three children.