Office-203-439-0732 ext. 229
Direct Line-203-490-2154
Lisa joined our team in October of 2023 as a Senior Client Service Associate. She focuses on supporting Mark Egidio and Brittany Feller’s clients alongside Julia Milewski.
Lisa has been in the financial service industry since 2006. She has an extensive background and has played a key role in every aspect of the client service experience. She has an excellent working knowledge of client account processes, procedures, and onboarding of new clients, as well as maintaining and servicing accounts on an ongoing basis.
Lisa attended Post College and lives in Watertown with her partner Joe and has two adult sons. She enjoys reading, cooking, traveling, and spending time with family and friends.