Lisa has worked for Asset Strategies, Inc. since 2011. As Operations Manager, Lisa is responsible for making sure everything runs smoothly. As a veteran of the company, Lisa is a wealth of knowledge as it pertains to our clients, who we consider family. She manages the Asset Management, Financial Planning, and Tax Departments. If Lisa doesn’t know the answer to your question, she will diligently work until she finds it, ensuring you are never left uncertain.
WHEN NOT WORKING …
Lisa lives in the Litchfield Hills of New Hartford. Being outdoors is what makes her happy. Walking, hiking, gardening, and kayaking are what fills her soul. And if the family joins…pure bliss. Lisa looks forward to traveling to The Berkshires for the annual outdoor dance festival at Jacobs Pillow. Anna Maria Island and Block Island are her favorite vacation spots – especially because she can walk or ride a bicycle anywhere. Lisa also loves Yoga and earned a 200 hour Yoga Certification. The Yoga training comes in handy during tax season!