Lisa is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices. Lisa partners with independent financial advisors to help them create, implement, and scale winning marketing strategies.
With over 15 years of marketing experience, Lisa brings depth and breadth to the individualized marketing plans she creates with financial advisors. Prior to joining LPL Financial, Lisa launched and ran her own digital content marketing agency exclusively serving financial advisors. Lisa was also the Director of Marketing for a San Diego based RIA firm, supporting its growth from $500m in assets under management to nearly $2b.
Lisa graduated from Bloomsburg University of Pennsylvania with a Bachelor of Arts degree in English. Lisa originally hails from the great state of New Jersey, but has called San Diego home since 2008. She just celebrated her 10 year wedding anniversary and is blessed raising three beautiful daughters.
