Lisa launched her “second career” as the Vice President of Securenet Financial LLC because she saw a need for quality financial guidance in her hometown of The Villages, FL. She believes her strengths of compassion, honesty, and integrity are the most important values an investment professional can possess.
Lisa gained her expertise working alongside top insurance and investment companies, employee benefit consultants, wealth management firms, and RIAs. She hails from MIT Sloan School of Management, holds her Series 65, and is Florida Life and Annuities Licensed.
Partnering her 25-years of experience with her current role, she is focusing this career move on taking care of the people who need help with their finances. A problem solver by nature, Lisa is steadfast, detail-oriented, and honest—traits that lend well to her passion of putting clients first and helping them reach their financial peace of mind.
Lisa and her significant other have a maltipoo pup named Gazebo. She is a “foodie” and loves travel, recounting her favorite trip to the small beachside city of Sarande, Albania, which sits on the Ionian Sea.