Client Service and Operations Specialist
Experience & Expertise
Lisa joined Marshall Financial Group bringing with her a diverse set of skills as a previous business owner of fourteen years and having fifteen years of experience in the financial services/retirement planning industry. She supports our clients with efficient execution of a wide variety of requests, including account transactions, welcoming new clients, ongoing client services, as well as firm-level processes and procedures.
Education & Credentials
B.S. in Psychology, Towson University
What Makes Marshall Financial Group Special
The group of people that I work with make our firm so special – we mesh well together and all share the same strong work ethic. We all care deeply about our clients and ensuring their happiness.
Why I Love What I Do
I love our working environment. I can work independently on certain projects and as part of the team on others, always striving to deliver exceptional service to our clients.
Where You May Find Me When I’m Not Working
- playing catch with my chocolate lab, Ava
- spending time my family, including my grown son and daughter and my identical twin sister
- watching Baltimore Ravens games
- relaxing at the beach