Lisa joined Spinnaker Asset Management in November 2019 as a Financial Advisor. She graduated from Rhode Island College in 1998 with a Bachelor’s in Communications. She recently earned a Master’s degree in Business from Bryant University in March of 2024. Shortly after graduation from Rhode Island College, Lisa began her career in financial services at Fleet Bank as a retail customer service representative. In 2004, after the Fleet and Bank of America merger, she continued her career with Bank of America and took on other roles including consumer loans, technical support, branch support and business analyst. In 2007, while expecting her twin girls, Lisa had the opportunity to obtain her Series 7. Upon obtaining her license she began a position as an investment advisor representative with Banc of America Investments. Shortly after the birth of her daughters, Lisa accepted a position as a trader at Fidelity Investments. She held the role for 2 years before transitioning to a Client Manager within the Institutional Wealth Management Group, which she held until 2018. Lisa spent one year as a Financial Advisor at Merrill Lynch before joining Spinnaker.

Lisa works with individuals, families and small business owners to help them take the complexities out of their finances. She understands that clients have different lifestyles, priorities, values and goals. Working with clients, her focus is on developing suitable financial strategies to achieve both short and long- term goals that matter most to them.

Lisa believes strongly in giving back and helping others. She enjoys spending time volunteering in local schools and various non-profit organizations.

In addition to holding a series 7, she holds series 66 and RI life & Health.

Lisa is married with 3 children and lives in North Smithfield, RI.