As a Paraplanner for our South Burlington, Vermont location, formerly Bell Wealth Management, Lisa is responsible for maintaining contact with clients, preparing client paperwork and managing calendars for multiple advisor teams. In addition to her paraplanner duties, Lisa is the smile clients see at the front desk as they walk through the door of our Vermont office.
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 (especially her daughter and son-in-law), enjoying all Vermont has to offer.