Lisa joined the CFG Team in January 2019. Lisa has been in the financial services industry for 35+ years and is Series 7, 66 and 24 registered. She has held various management and leadership positions in her prior broker dealers roles, which include Signator Investors, Inc., Transamerica Financial Advisors, Inc., and Invest Financial Corp. Lisa is originally from Michigan, where she started her career in Bank Investment and Trading, while studying at Western Michigan University. Lisa currently resides in Tampa, Florida. As part of the Securities Support Division, Lisa is one of the OSJ Branch Managers, supporting the supervision and office review processes of the CFG advisors and their staff.