Lisa graduated with a dual BA in Economics and Marketing from Muhlenberg College in PA and then went on to complete an MBA in International Business at Fairfield University. She later went on to complete the Series, 6, 63, 65 and Insurance Exams to attain both the Investment Advisor Representative and Insurance Agent licensures and most recently her CLTC designation.
Lisa had 6 years corporate experience before she decided to take over the securities arm of her father’s business in October 2008, an opportunity that has offered her the chance to assist people as they strove towards their personal goals. “Helping my clients finally understand their finances when we finish a meeting keeps me motivated to forge forward in this complicated and challenging industry. Knowing that I have dedicated my time to helping others, I’m filled with the warmest sense of accomplishment as I celebrate alongside clients watching their goals come to fruition.”
Dedicated to staying abreast of important developments and trends in the industry, which are critical to a strong financial plan, Lisa went on to attain her Certificate in Long Term Care in 2012. This designation, CLTC, is granted by the Corporation for Long-Term Care to professionals completing a rigorous training centered on the mastery of complex nuances in the extended care space whom are committed to educating consumers about the impact long term care has on the overall financial, physical and emotional wellbeing of not only themselves but those that they love.
In her free time, Lisa likes spending time with her family and friends, listening to music, singing, volunteering and traveling. She is an avid animal lover and enjoys playing with her spritely cat. Lisa enjoys taking photos while exploring cultures and scenery on her travels and she is hoping to get her scuba diving certification so she can get a better perspective of the wonders under the sea.
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Emma is currently a sophomore at Providence College in Providence, RI preparing for a career in education due to her passion for children. Her natural warmth, dedication and attention to detail help her to flourish as a member of the admin team for Valerio Financial Group during school breaks. Emma is a valuable member of the team focusing on administrative execution, policy support, special projects and operational efficiencies to name a few of the hats she wears.
Valerio Financial Group strives to learn innovative techniques and stay abreast on industry developments, we are poised to bring the latest products and services to help meet each of its client’s unique needs. Treating each client as an extension of our own family, our compassionate and approachable team helps people develop strategies designed to achieve their financial aspirations & then collaborates in a comfortable and unassuming environment to help protect those plans from unforeseen life events.
Our clients benefit from forward thinking and preemptive planning techniques and strategies that balance current life demands and preparing for future goal attainment, with an advisor only a phone call away.
In her role as Client Engagement Facilitator, Jessica’s oversees and optimizes operational procedures to further enhance the level of service we provide our clients. As part of this, Jessica will focus on enhancing our offering of products, services, and educational materials both online and offline.
Prior to joining Valerio Financial Group she worked as a recruiter in the technology industry for almost a decade. She graduated from Roger Williams University with a BA in Political Science. Jessica lives in Shelton, with her husband and two boys. In her free time, she is a member of the board for the MOMS Club of Shelton and Monroe. Jessica’s interests include traveling and reading.
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