Lisa serves as a Senior Client Advisor with SlateStone Wealth bringing a depth of experience in serving a diverse spectrum of high-net-worth individuals and families. She has a heartfelt commitment to aiding widowed and divorced investors and has carved a path that merges financial expertise with compassion, helping clients navigate their investments with confidence and resilience.

When it comes to advice, Lisa believes knowledge is the key to empowerment and through meetings and consultations guides her clients with the insights required to make well-informed decisions. She demystifies financial terminology, defines appropriate strategies, and acts as a client advocate with clients outside professionals to provide a safe space for questions and to provide clarity for their financial futures.

For over 15 years, her dedication to guiding investors is not only about growing wealth but also protecting that wealth in a way that helps shape a future that is firmly rooted in financial stability and personal fulfillment.

Prior to her current role, Lisa worked at Banyan Partners which later merged with Boston Private Wealth before it was acquired by SVB Wealth.

Lisa lives in Lake Worth with her husband, two daughters and three stepsons and soon will be an empty nester. She enjoys outdoor activities including boating, hanging poolside, listening to live music, or attending the various festivals South Florida has to offer.