Originally from Buffalo, New York, Lisa joined the Community First team of CFS* Financial Advisors in December 2021. She brings over 25 years of knowledge and experience to our Investment Services team.
Lisa holds over 5 licenses (Series 7, Series 63, Series 65, CRC, and Life Health Annuity) and is registered to sell all types of security and insurance products. She specializes in a holistic approach in helping clients prepare for retirement, as well as all aspects of life.
Lisa is married, has three children, and two beautiful grandchildren. In her free time, Lisa loves to travel, cook, and get involved with her church.
Lisa is looking forward to serving all of our current and upcoming members in the Northeast of Florida!
Check the background of this investment professional on FINRA's BrokerCheck.