Behind every great firm are outstanding individuals. The team at Atlas is made up of a dynamic group of individuals – each with their own unique story and journey. We believe in celebrating and fostering the diverse and rich set of interests and skills of our team members so that collectively, we can bring that same commitment to our clients as they pursue their goals and passions.
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Senior Vice President
Director of Retirement Services
800-432-7447 ext. 614
Lissa is a Senior Vice President and the Director of Retirement Services at Atlas Private Wealth Management. She is an experienced financial advisor with over thirty years of experience in the financial services industry.
Lissa’s primary responsibilities are in client service, providing comprehensive financial advice to individuals and small businesses. Her essential focus is to assist clients with their investments, retirement, cash flow, and education funding. Lissa has helped many clients navigate the financial challenges of divorce and death.
Additionally, Lissa is responsible for helping business owners maintain 401(K), 403(b), and similar retirement plans by providing certain advisory and administrative services. Such services include review and evaluation of a plan’s service providers and education of plan participants regarding general investment principles and their options under their plan.
Prior to joining Atlas, Lissa spent seven years with BST Wealth Management, LLC as a wealth advisor providing comprehensive financial planning and investment services. During her twenty-three years at Ayco, a Goldman Sachs Company, Lissa held a variety of client-facing positions, along with an array of other roles, including management, operations, marketing, and client service. Lissa has spoken extensively on the topics of retirement and financial planning.
Lissa received her Bachelor of Science in Multiple Science from LeMoyne College and a Master of Business Administration from the College of William and Mary.
A life-long resident of the Capital Region, Lissa grew up in Rensselaer and East Greenbush and graduated from the Academy of the Holy Names, where she is an active volunteer and board member. She and her husband, Tom, live in the city of Albany with their three children. They are active volunteers for their church and children’s schools.
Join us for a one-hour seminar covering common mistakes to avoid and simple strategies to leverage as you enter retirement.
We will be covering key points from the tax reform law and its implications for individual investors and business owners.
