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Meet Lisa

 

Lisa is a Partner and Director of Administration. She joined Main Street Financial in 2005 and has been working behind the scenes adding value to our clients by supporting the vision and direction of our practice. Lisa enjoys interacting with our clients and works closely with the Advisory Team to ensure we deliver exceptional client service. Her strong organization and communication skills, along with her attention to follow-up, ensures we deliver the high touch experience our clients expect and deserve.

Lisa oversees operations with a goal of maximum efficiency and attention to detail. She manages administrative systems and workflows, develops ways to optimize processes and procedures and ensures the organization adheres to internal policies.

A native of New Jersey, Lisa resides in Moorestown with her husband, Joe, and their adopted rescue dog, Luna. Lisa is the proud parent of a daughter, two sons and three stepsons. She is passionate about her family and friends and cherishes the moments spent together. Lisa enjoys reading, cooking, listening to music, traveling and spending summers in Ocean City, NJ. Lisa and Joe enjoy traveling together and hope to travel much more over the years ahead.