Assistant to the Advisors
Lisa Goldman joined Armstrong Advisory Group in December 2013 as a Back Office Assistant. At Armstrong, Lisa is responsible for managing client related new account paperwork, processing completed paperwork and ensuring all documents are complete and in good order. She is also responsible for preparing material for client review meetings and handling incoming clients phone calls.
Lisa has been in the financial services industry for over ten years. Prior to joining Armstrong Advisory Group, Lisa was a Consultant for Retirement Plan Services at The Bostonian Group, a Boston-based employee benefits consulting firm. Prior experience also includes positions as Client Relationship Manager and Retirement Education Consultant for ING Financial Advisors, and Preferred Services Specialist for Putnam Investments.
Lisa has a B.S. in Business Management from Ithaca College. She holds her Series 6, 7, 63 and 65 and is a licensed Life, Accident and Health Insurance producer. Lisa is a Registered Office Assitant with Securities America, Inc.
Lisa currently resides in Wayland, and has two young children. She enjoys spending time with her kids, running, and baking.