Marketing & Operations Specialist
Lisa joined RH&A in 2013 after working in long term care claims at Travelers and GE Capital. As the Marketing & Operations Specialist of the Wealth Management team Lisa is responsible for client management, development of operational procedures, compliance activity, and marketing initiatives. Lisa is Series 7 and 63 registered, as well as CT state licensed for Life and Health Insurance.
Lisa resides in Farmington with her husband and their two boys. In addition to spending time at her sons’ lacrosse, hockey, and baseball games, she enjoys running and participating in school and community events.