For 29 years, I have had the privilege of working with Lisa as we have navigated numerous nuances in the financial services field. Her steadfastness and ability to recognize the concerns of the people we have served are unparalleled. Mere words cannot express adequately all the elements that she brings to a team. She has diligently gone the extra mile as she passionately serves the needs of our clients. She is relentless in her pursuit of administrative requirements embedded in an active financial planning practice. She brings the added dimension of financial understanding and knowledge that is so crucial in markets that can be uncertain and volatile. Lisa is a life-long resident of Norwood, New York, bringing her perspective and insight into a financial arena that can be daunting for many of us. Her decision to join Kramer Wealth Strategies as our Client Services Manager is the capstone of the team.
Lisa has acquired the following industry registrations:
- General Securities Registered Representative (FINRA Series 7 securities registration)
- NASAA Uniform Securities Agent (FINRA Series 63 securities registration)