Lisa has more than 27 years of experience in the financial services industry, including 15 years with PBJ Wealth Management. As a client relationship manager, she oversees our team’s administrative and accounting operations and serves as a key point of contact with clients. Her experience and dedication to client satisfaction are evidenced by her attention to detail in servicing your financial needs. Lisa has a B.S. in accounting from LeMoyne College. She is married and has two children and lives in Skaneateles, NY.