Designations and Licenses

Lisa is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Asset Management Specialist℠.

Experience and Education

For more than two decades, Lisa has provided customized wealth management and investment solutions designed to help individuals and families achieve their financial goals. She specializes in working with medical professionals and business owners, helping them realize their vision for their lifestyle and legacy.

Prior to joining Mariner Wealth Advisors, Lisa was a wealth advisor for the Cedar Brook Group. She began her career in finance in 1999 with Legg Mason and later was a financial advisor and an investment advisor representative for Wachovia Securities, LLC and Coulter Financial Advisors, Inc. Before entering the finance industry, she was a private school science teacher for 20 years and an athletic director in Connecticut and Florida.

Lisa has a bachelor’s degree in geology from the College of Wooster in Ohio.

Personal Interests

Away from the office, Lisa serves on the membership committee for Impact of the Palm Beaches. She previously was on The Professional Advisory Group with the Planned Giving Councils of Palm Beach, the Children’s Home Society, Place of Hope and The Scripps Research Institute. Lisa is a mixed doubles tennis player and also enjoys boating, art and jewelry making. Additionally, she is a lifelong yoga student, an avid reader and a creative cook. She maintains her passion for science through her continued medicine and health studies.