Trust comes with experience.

Lisa is responsible for working with Meridian’s clients and their advisors to develop personal life insurance, long term care and disability plans. Her focus is developing strategic plans for estate and income protection. She has 18 years of experience working to ensure that client plans meet their current goals and objectives.

Prior to joining Meridian, Lisa was Vice President of Marcum Financial Wealth Preservation where she led the insurance department and worked with Marcum’s accounting clients on their overall insurance estate planning. Before her tenure with Marcum, she was a Senior Private Client Services Consultant at Chernoff Diamond M Financial Firm) for 9 years. She was awarded top 40 under 40 in 2012 by Long Island Business News https://libn.com/40-under-40-awards/40-under-40-awards-2012/.

Lisa has a Bachelor of Science degree from Boston University. Lisa currently resides in New York City with her husband. Aside from spending time with her family and friends, Lisa enjoys bike riding (on her Peloton and outside), donating her time to various charity organizations to give back to her community, the beach in the summer or winter and traveling.

CONTACT INFORMATION

Email: [email protected]
Office: 914-738-9298
Direct:  914-250-1155
Fax: 914-355-2451