Hi! I’m Lisa, Sales Support Specialist for our Cary office. Originally from New York, my husband, son & I have called North Carolina home for over 20 years. Family has always been important to me so naturally many of our family members followed. We truly believe The Triangle is the best place to raise a family.  

My background is in customer service. I love to help people. You can usually find me working one on one with an advisor. I love making everyone feel comfortable whether it be our clients, advisors, or staff. I am a social butterfly by nature so upon entering the office you will always be greeted with enthusiasm and I strive to make everyone feel special.  

If you need assistance with any of our technology tools, I am your person. I love planning events, completing administration duties, and cheering on our advisors!