Lisa leads the Valley Forge Family Office group, guiding a team that delivers thoughtful, integrated financial solutions for families, entrepreneurs, and mission-driven organizations. With more than 20 years in public accounting focused on tax strategy and leadership, she brings both technical insight and an instinct for connection to each client relationship.
Her approach is relationship-driven and forward-looking—grounded in understanding the people behind the numbers and designing systems of support that bring structure, clarity, and confidence to complex financial lives. Lisa is recognized for her ability to align strategy with purpose and create meaningful collaboration across advisors, clients, and generations.
Lisa earned her Bachelor of Science in Accounting from Cabrini College and is a Certified Public Accountant (CPA). She lives in Huntingdon Valley with her husband, Matt, and their two children, William and Olive. Outside of work, Lisa finds joy in the balance between family, connection, and meaningful work—and can often be found cheering on her favorite lacrosse and ice hockey player or supporting her favorite competitive dancer.