Soar to Success January 2018

The aspect of her job that she takes great pride in and loves the most, is helping people working toward a financial goal. Sometimes this requires guidance on what investments to choose, while other times it is determining whether they should continue to work a few more years, or take the buyout and early retirement options. Lisa has over ten years’ experience in the financial service industry. Her company, Park AvenueWealth Management was founded a little over a year ago and she is growing her brand to serve more clients in the Metro - Pittsburgh area. Lisa has been holding meetings and speaking to groups about financial planning. She specializes in hosting planning seminars for people facing retirement in five to ten years. Financial planning can be an especially daunting task for the 55 and older set facing a life without a weekly paycheck. These events are open to the public, allowing Lisa to educate the community. Another segment of Lisa’s desire to educate a larger audience on the importance of financial planning is being the host of, “Money Moxie,” on the BizTV Shows, Elite Expert Network. Every episode she tackles a different subject that may have been a current topic in news feeds or even suggested by friends. “We keep the videos short and informative, not overwhelming. I am very proud of them.” As a small business owner, Lisa has learned how owning and operating your own business can be a challenging but rewarding experience. Her business allows her to control her own schedule to meet both her personal and professional obligations. Lisa also feels that having a strong support system at home is essential to running a successful business. Lisa and her husband, Russ, have two boys, Jason, 6 and Brian, 9, who are active in baseball and after school social activities, such as bowling. As a family they enjoy biking, playing with their dog, Sydney, and attending hockey games. Travel is another fun part of their family life. SOAR TO SUCCESS / January 2018 / Feature Article