As Managing Director, Lisa works with individual advisors and teams to develop business strategies that help cultivate client relationships. Prior to becoming Managing Director, Lisa was responsible for the development of marketing and branding initiatives. She was also the Director of Practice Development. Lisa’s areas of expertise include practice management, business planning, and team development.
Before joining 1847Financial, Lisa was a producer at Delaware Valley Financial Group, LLC. Under the DVFG umbrella, she was responsible for building the operational framework for Financial Aid Concepts and Tuition Strategies (FACTS), including: development of corporate ID, marketing plan design and implementation, contract negotiations, workflow development, as well as outside sales to Fortune 1000 companies. Prior to DVFG, she was a partner with One Buyers Place, LLC, a leveraged buying group for small businesses.
Lisa obtained her Bachelor of Science Degree from the Cornell University School of Hotel Administration in New York with a concentration in Business. In her spare time, Lisa contributes to the Jewish Federation of Philadelphia as a committee chair member, and serves on the committee of Go Red for Women, the Jewish National Fund and Jewish Adoption and Foster Care Options (JAFCO). Lisa resides in Plymouth Meeting, PA, with her husband Heath, and children Sophie and Barrie.