As a Managing Partner and Senior Wealth Advisor, Lise is passionate about helping all clients gain a greater sense of confidence and control over their financial lives.

Lise brings a sustained focus and dedication to her work with individual and institutional clients that goes well beyond assessing a client’s initial needs and portfolio allocation. Addressing a broad range of financial issues that arise over the long term, she creates and implements asset management plans and financial planning strategies that are both comprehensive and adaptable to changing circumstances.

Prior to her role at Coastal Bridges Advisors (formerly TrinityPoint Wealth), Lise was a Senior Wealth Advisor at Beirne Wealth Consulting from 2014-2018. Before that, she was Director of Investments at Oppenheimer & Company and a Vice President at U.S. Wealth Advisors, LLC. Lise also spent nearly ten years as a Financial Consultant with A.G. Edwards & Sons, now Wells Fargo Advisors.

A CERTIFIED FINANCIAL PLANNER®, Lise also holds the Series 66 and 31 securities licenses and is a licensed agent for life, health, variable annuities and long-term care insurance, as well as a member of the Financial Planning Association.

In addition, Lise is a CERTIFIED DIVORCE FINANCIAL ANALYST®, serving as an invaluable resource to clients and their attorneys in navigating the financial issues and complexities that arise before and after the divorce process. Through comprehensive lifestyle analysis and financial review, she is able to illustrate the short- and long-term impact of potential settlement options with the goal of providing her clients financial peace of mind for life after divorce.​

Lise’s work has been recognized by the financial services industry. In 2016/2017, she was selected to be a member of the first class of the G2 Leadership Institute — a two-year program designed by The Ensemble Practice and Fidelity Custody and Clearing to develop the independent financial advice industry’s next generation of leaders.

Lise earned both a Master’s Degree in Business Administration and a Bachelor’s Degree in Management from Fairfield University.

Outside the office, Lise serves as an active member of the Milford Rotary Club, and is a frequent volunteer for various local community and school activities and fund raisers. When not occupied by her professional and community commitments, she enjoys spending time with her family. Lise and her three children live in Milford, CT.