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Find a Financial Advisor in Farmington

Meet Lisa

 

With more than 20 years of experience in the financial services field, there aren’t many scenarios Lisa hasn’t yet encountered. She’s able to quickly analyze the task at hand and get things done in the most efficient way possible.

Lisa lives in Collinsville (voted one of the “Top 10 Coolest Small Towns in America”) with her cat, Theodore. On the weekends, she can be found going on adventures with her granddaughter Ellie or enjoying camping trips with her friends and family in northern New England. She hopes to someday attend a concert at the Red Rocks Amphitheatre and has a visit to Scotland on her bucket list.

Her attention to detail – coupled with her desire to offer excellent service to each client – is what allows Lisa to excel in her role.

Contact us for a complimentary consultation!

 

Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.