Lisa has been with The Tilson Financial Group since 2014 and is a Client Service Administrator. She is responsible for scheduling and preparing reviews for clients, supporting client requests and managing various administrative tasks for the office. Lisa was previously a content strategist at Razorfish in New York City.
She holds a Bachelor of Arts in French with a minor in Economics from Ohio Wesleyan University.
Lisa currently resides in New Providence and has three daughters. She loves to go to the gym, do yoga, cook, garden, travel, attend concerts, support her favorite teams, the Giants and Yankees, at their games, and enjoys the beach all year round.
Learn More About Our Services:
We provide clients with the full spectrum of planning services to help them better navigate all of life’s events. Our experience and insights will continue to support you as your needs mature and evolve.
Our firm’s investment management approach starts with discovering your short-term and long-term goals and then constructing and maintaining an investment portfolio built to your unique needs.
Senior Planning 360°
Today’s senior landscape is increasingly complex. Our approach manages your long-term needs, balancing longevity and prosperity in a holistic manner to ensure you are always prepared for what’s next.