Prior to joining Meridian, Lisa was Vice President of Marcum Financial Wealth Preservation where she led the insurance department and worked with Marcum’s accounting clients on their overall insurance estate planning. Before her tenure with Marcum, she was a Senior Private Client Services Consultant at Chernoff Diamond M Financial Firm) for 9 years. She was awarded top 40 under 40 in 2012 by Long Island Business News https://libn.com/40-under-40-awards/40-under-40-awards-2012/.
Lisa has a Bachelor of Science degree from Boston University. Lisa currently resides in New York City with her husband. Aside from spending time with her family and friends, Lisa enjoys bike riding (on her Peloton and outside), donating her time to various charity organizations to give back to her community, the beach in the summer or winter and traveling.