How We Started: The Journey into Financial Services 00:10:00
Lisa combines a sincere desire to help people make better financial choices with her nearly 20 years of experience at Merrill Lynch, most recently as a vice president of investments and business financial advisor. Mark believes in life-long learning, so he continually works toward gaining knowledge to better his life and that of those around him. He is a Certified Financial Planner™ and a Certified Investment Management Analyst™.
