Client Services Associate
Lisa is the smile clients see as they walk through the door of our South Burlington, Vermont location. She is responsible for maintaining contact with clients, preparing client paperwork and managing calendars for multiple advisory teams.
A third generation Vermonter, Lisa lives in Milton with her husband, Mark. Lisa has been the Administrative Manager with the company since 1993, celebrating her 30th anniversary in 2023. Lisa enjoys spending time with family and friends, enjoying all Vermont has to offer.