Lisa is a marketing and communication specialist in the financial services industry who constantly looks for better and more interesting ways to communicate often complex financial concepts to clients.
As Director of Marketing & Communications for Bridgewater Wealth & Financial Management, her role includes leading and sharing the firm’s financial expertise and thought leadership with our clients and those who would like to know more about their finances and how they can achieve their goals. Lisa develops and manages the firm’s marketing and communications strategies including the branding, digital marketing, social media, public relations and blog.
She is passionate about women’s financial literacy and is integral to the development of Her Wealth, Bridgewater Wealth’s Women’s Financial Initiative. Lisa collaborates with the female senior financial advisors and tax and financial management professionals at Bridgewater Wealth to develop new programs designed to empower women with financial knowledge and confidence.
Prior to joining Bridgewater Wealth, Lisa was the Director of Marketing & Communications for a nationally recognized wealth management firm in McLean, VA. She attended Pennsylvania State University and California State University, Northridge where she majored in political science and journalism. She attained the Charted Mutual Fund Counselor (CMFC®), Chartered Retirement Plan Specialist (CRPS®) and Series 7 designations.
Lisa is a founding member of the Business Women’s Giving Circle through the Community Foundation for Northern Virginia. Their mission is to promote innovation, entrepreneurship, leadership and inventive opportunities for girls and young women.
Lisa is a trained chef and has written a cookbook of her most requested recipes for family and friends.
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