Lisa has been with Resource Financial Planning for over ten years. A valuable member of our team, she handles all of the marketing duties supporting the company's financial education courses through Portland Community College. With nineteen years of experience in the financial services industry, Lisa brings her professional and personable approach to supporting the clients of Larry Fry.
Lisa and her husband are native New Yorkers who have been happily transplanted in Portland. An avid fan of the local dining scene and Oregon's wine country, she cannot imagine living anywhere else. Lisa enjoys running and participating in local races, traveling, and the pursuit of the next great food find. Not registered with Royal Alliance Associates, Inc.