Lisa Bombardier

Lisa Bombardier


Executive Assistant

While clients meet with advisors one on one, Lisa is the one that makes sure things go smoothly.   Having been with the firm for over 5 years she is the smiling face that clients see when they first come to the office.  Her role includes but does not totally encompass, managing the processing of all business changes, coordinating schedules and working with the financial institutions we work with to process changes for clients.  Lisa is an essential member of the team making sure the client experience is a great one.  Lisa, her husband Anthony and their daughter Sydney reside in Manchester.  Lisa enjoys hiking, fishing, kayaking and going to the beach.