As Managing Partner at 1847Financial, Lisa oversees the growth and development of the firm and its 100+ advisors. She is passionate about the value of teaming and creating a strong workplace culture, as well as coaching advisors on building a thriving practice through target marketing strategies, client cultivation and new business opportunities. In addition, she has played a key role in facilitating the expansion of the firm’s footprint from Conshohocken, Pennsylvania, into Delaware, New Jersey, and most recently, Florida. 

Lisa’s areas of expertise include practice development and management, marketing, and operations. She is a sought-after speaker among industry organizations, has been featured in local publications for her thought leadership, and was a guest on This Is It TV. Active in the industry, Lisa is also a member of GAMA and Women in Financial Services and is an advocate for supporting and engaging The American College of Financial Services. She currently serves on several committees, including the Jewish Federation of Greater Philadelphia and the American Heart Association.

Lisa holds a Masters, Science of Management degree from The American College. She also obtained her Bachelor of Science Degree from the Cornell University School of Hotel Administration in New York with a concentration in business. Lisa joined 1847Financial in 2012 and became its Managing Director in 2015.  Promoted to the role of Managing Partner in 2020, she and Co-Managing Partner Jim Meehan will support the agency vision and continue to build the 1847Financial brand.

Prior to joining the firm, Lisa was a partner with FACTS, LLC, responsible for business and brand development under the umbrella of Delaware Valley Financial Group.

Lisa, her husband Heath, and their daughters Sophie and Barrie reside in Plymouth Meeting, Pennsylvania.