Lisa joined Kaplan Financial in 2024 from Armstrong Advisory Group, where she was a licensed Financial Advisor. During her time at Armstrong, she worked directly with clients on a variety of financial planning matters including retirement planning, tax and estate planning and risk tolerance. At Kaplan she will utilize her specialized knowledge and skills, obtained through prior experience to assist in providing excellent client service to individual investors and families.
Lisa has worked in financial services for over 20 years, with a background in defined contribution plan administration, in addition to individual private wealth management. Lisa earned a B.S. in Business Administration from Ithaca College, and is Series 7 and 66 registered through LPL Financial.
She and her husband reside in Wayland, along with their two boys and two dogs. Lisa is a self-proclaimed foodie. She loves to cook and eat good food. She’ll take any and all restaurant recommendations.
