Lisa joined the CBI team in 2011 with over 32 years of experience in the financial industry. She began her extensive learning in the financial industry with EF Hutton in 1979. Lisa has been a Registered Administrative Associate with LPL Financial for over 29 years.
Lisa enjoys horseback riding and spending time with her husband, two sons and friends.
Registrations and Certifications:
- Securities Registrations held through LPL Financial: FINRA Series 7 & 22