Lisa has been with Sovereign Financial Group for more than three years and recently earned her Certified Retirement Plan Specialist (CRPS®) certification. Before taking time away from the workforce to raise her children, she held Life and Health insurance licenses, as well as Series 6 and Series 62 registrations, while working as a sales assistant at her family’s financial planning firm.
As a mother and stepmother to five boys and one girl, family is at the heart of Lisa’s life. She has become a passionate sports fan and spends much of her free time attending her children’s sporting events or watching professional sports with them. She is also actively involved in autism awareness and advocacy, inspired by her experience as the mother of a child with autism.
Outside of work and family, Lisa is an avid pickleball player and enjoys staying active.
Lisa feels fortunate to have had the opportunity to spend many years at home raising her children and is equally grateful to be back in the professional world. She truly enjoys what she does and is proud to be part of the Sovereign Financial Group team.
