Lisa is passionate about analyzing financial markets and investments, and helping others achieve their financial goals. She joined the financial services industry in 2012.
Before joining Mercer Advisors in 2022, Lisa worked at Silicon Valley Capital Partners and Scharf Investments. She earned her Bachelor of Science degree in mathematics and engineering science from Vanderbilt University, followed by a master’s degree in finance from Georgia State University. She is also a CERTIFIED FINANCIAL PLANNER® Professional.
Before entering the financial services world, Lisa taught middle school math in Brooklyn through the NYC Teaching Fellows Program.
In her spare time, she enjoys photography, cooking, cheering on Philadelphia sports teams, and playing board games with her two beloved daughters.
Atlanta
5555 Glenridge Connector Suite 825 Atlanta, Georgia 30342