Meet Lisa
Lisa Allard is a Sr. Relationship Manager based in Farmington, Connecticut.
With more than 23 years of experience in the financial services field, there aren’t many scenarios Lisa hasn’t yet encountered. She’s able to quickly analyze the task at hand and get things done in the most efficient way possible.
Her attention to detail – coupled with her desire to offer excellent service to each client – is what allows Lisa to excel in her role.
Contact us for a complimentary consultation!