Lisa joined Albany Financial Group in March 2012 as Administrative Assistant to John Gigliello. In November 2014, she earned the designation of Financial Paraplanner Qualified Professional™ from the College for Financial Planning. She holds a Series 7 registration with LPL Financial.
Lisa is the first point of contact for client service needs, including processing transaction requests and maintaining client communications through newsletters, the website and social media. She also works behind the scenes to help produce podcast and webinar episodes for client education initiatives.
Lisa is a Magna Cum Laude graduate of Syracuse University, where she earned a Bachelor's degree in magazine journalism and political science. She previously worked as a journalist before taking time off from her career to raise her daughters. During that time, Lisa worked part-time in real estate and served on the volunteer board of the local MOMS Club, organizing member activities as well as community service projects.
Lisa lives in East Greenbush, New York, with her husband, John. They have two children, Lillian and Danielle and a cockapoo named Teddy. In her spare time, Lisa enjoys spending time with family and friends, cooking and reading.