With more than 25 years in the financial services industry, Lisa brings broad experience and a steady, client-first mindset to Ganim Wealth. Her career spans advisory work, annuity specialization, and marketing and recruiting roles—giving her a rare combination of technical knowledge and operational insight.

In her role as Wealth Management Operations Associate, Lisa supports the firm’s planning, service, and client-experience functions. Her depth of industry understanding, paired with her commitment to helping others, strengthens the personalized, detail-driven service Ganim Wealth is known for.

Lisa earned a Bachelor of Science in Finance from Central Connecticut State University and an MBA in International Business from the Jack Welch College of Business at Sacred Heart University. She also holds the ChFC® designation from The American College of Financial Services.

Outside of work, Lisa enjoys traveling, yoga, spending time with family and friends, and being outdoors—whether walking the beach or exploring hiking trails. She is also active in the community, volunteering with organizations such as Toys for Tots and CT Fallen Heroes.