Lisa specializes in working with families and individuals as they plan for each life chapter – from helping them manage wealth at the prime of their careers to helping create the retirements they envision. For Lisa, one of the most important parts of her role is helping her clients feel empowered to ask the questions they want answers to. She also wants them to know they can count on her to have a calm approach no matter how the markets perform.

Caring and accessible, Lisa takes the time to truly understand her clients’ needs and offer them customized strategies that are designed to align with their unique lives. To continue offering her clients the exceptional service they deserve, Lisa joined Raymond James in 2019 – a company that’s proud to prioritize boutique-style service while offering the breadth of resources only an international financial firm can deliver.

In her free time, Lisa volunteers at a local university and helps rebuild homes. Her hard work has earned her numerous accolades, including an honorary graduate certificate from Florida Atlantic University (FAU) in 2012 and a place on the university’s 100 Women of Distinction list in 2016 and 2017 for helping raise $220,000 in scholarships. She is also the co-chair of the advisory council of FAU’s Center for Women, Gender and Sexuality Studies.

A graduate of the Thunderbird School of Global Management and the University of Connecticut, Lisa’s love of numbers and of working with people inspired her to join the financial planning field. Away from work, she enjoys reading, walking, cooking and baking (she makes the best coconut rum cake). She also treasures the opportunity to make memories with her children, Alex and Max, playing with her rescue puppy from Puerto Rico, and helping rebuild homes for children who are less fortunate than hers. While Lisa has lived all over the United States and Latin America, she makes her home in Boca Raton, Florida.