Lisa M. Mazzola


Senior Wealth Advisor


Lisa serves client needs as a CERTIFIED FINANCIAL PLANNERprofessional. She has been in the financial services industry since 1996 and her passion lies in helping clients pursue their financial goals. Lisa feels that her best traits are that she works hard for clients, cares deeply about their goals and is reliable. In addition to her CFP® designation, Lisa also holds her BS in Business Administration.

Outside of the office, Lisa, enjoys hiking, traveling, and working out (if she weren’t a financial advisor, she would like to be a nutritionist!). Lisa is also involved with Projects Abroad where she can combine her love of helping others, traveling and hiking!


  • Favorite quote: Life begins at the end of your comfort zone
  • Favorite holiday: Christmas
  • Something on your bucket list: Learn a foreign language
  • Place you’d most like to visit: Fiji Islands