Professional Experience

Lisa joined Sentinel  Group in 2020 as a Retirement Plan Advisor. In this role, she works directly with plan sponsors in helping them manage their fiduciary risk by implementing best practices in investment oversight and fiduciary governance. She helps clients and their employees become better prepared for their financial future through the design, implementation, communication, and administration of qualified and non-qualified retirement plans.

Lisa brings twenty years of investment experience to Sentinel, providing a wide variety of industry expertise and a unique perspective to the team.
 

Educational Background and Certifications

• Villanova University, Villanova, PA - Bachelor of Science in Business Administration: Finance
• FINRA Series 65
• Qualified 401(k) Administrator (QKA)
• Accredited Investment Fiduciary®  (AIF®)