Lisa is originally from Bucks County, PA and came to the Lehigh Valley in 1996 to join Air Products’ management development program after completing her MBA at Cornell University. After several years at Air Products, Lisa left the corporate world to pursue her passion, helping individuals and families achieve their financial goals. Before establishing Good Life Advisors of the Lehigh Valley, Lisa worked in various wealth management settings, including a regional broker-dealer, a national wirehouse, and an independent registered investment advisor.
Lisa holds a BS in Biology from Bucknell University and an MBA from Cornell's SC Johnson Graduate School of Management. She also holds her CFP® designation and has passed Level 1 of the CFA exam.
Lisa holds or has held Board positions for the Program for Women and Families, the Northampton County SPCA, the Women's Leadership Council of the United Way of the Greater Lehigh Valley, and the Southern Lehigh Chamber. She is a business member of Sisters U, a member of the Upper Buck and Lehigh Valley Chambers of Commerce, and Vice President of the Cornell Club of the Lehigh Valley. She also served for several years on the St. Luke’s Hospital Ball Committee.
Lisa is honored to be a Bucknell University Bertram Society Member as well as a member of Penn Medicine's Medical Legacy Circle.
Lisa lives in Center Valley, PA with her husband, Rod, her stepchildren, & their two pugs. Lisa enjoys reading and striving to lead a healthy lifestyle, and she and Rod enjoy travel, live music, and investing in rental real estate.