Lisa prioritizes excellent customer service. She supports Quadrant’s wealth advisors in providing seamless transitions for new clients and continued support for existing client relationships. Lisa has extensive knowledge of trust and estate services.
Lisa volunteers her time at a local animal shelter and community support efforts led by United Way of the Greater Lehigh Valley. Lisa enjoys staying active and spending time outdoors hiking, biking and taking walks with her dog.
Education:
- Moravian University – B.A. in Accounting
