Lisa joined our team in 2014 as Matthew’s primary support person. Her importance to our company has increased every year since. Today her responsibilities include speaking with clients by phone, scheduling appointments, opening and updating accounts, managing online account access, daily organizational support, and ensuring consistent delivery of services to our clients. Lisa’s diverse skills contribute materially to our overall effectiveness.
Lisa graduated from the State University of New York at Albany. Prior to her position here, she was a Relationship Manager for 12 years at Computershare, Inc. (formerly BNY Mellon). She received the BNY Mellon Spotlight on Success Award for recognition of leadership, innovation, and collaborative efforts.
Lisa believes that being flexible, focused and detail oriented leads to a superior client experience. She develops and sustains a level of professionalism among staff and clientele. Lisa is committed to helping Emerald Retirement Planning continue to build its reputation as a leader in the financial planning profession.
Personal Background: Lisa plays a very active role within the community as a Girl Scout troop leader, as an active volunteer at St. Gregory Barbarigo Parish and with her children’s school. She currently lives in North Rockland with her husband Chris and three daughters. Lisa enjoys watching her family play basketball and softball throughout the year!