Lisa Sherman, a Certified Financial Planner, has been working in the financial industry since 1984. She is dedicated to educating her clients in all aspects of financial planning so that they can make educated decisions concerning their finances. Her greatest joy is helping her clients define and pursue their financial goals.

After graduating from the University of Maryland with a degree in Business and Finance, Lisa worked in Accounting. Ten years later, she realized she missed working with people. She wanted a career in which she could work with numbers and people. Her father worked as a stockbroker, and Lisa decided to follow in his footsteps. Her new career was a perfect fit for her. Since then, She has found great satisfaction in getting to know her clients and developing individualized financial plans to help them pursue their goals and dreams.

Lisa lives in Nyack, New York, and loves visiting the many craft fairs, farmer’s markets, and restaurants her small town offers. She enjoys spending time with her sister, nephews, great- nieces, and her beloved Golden Retriever, Allie.