Senior Client Services Associate

When someone enters or calls the Stonebridge Financial Group office, we want them to immediately know how much we value them and appreciate their time. As a Senior Client Services Associate, Lisa Wolfe is often the first person our visitors and callers encounter, and her warmth and welcoming demeanor help set the tone for a successful client interaction.

Lisa joined the Stonebridge Financial Group team in February 2019 and performs a range of administrative duties, including answering the phone and greeting and directing visitors. With a background in accounting, Lisa has held many professional positions. Before joining Stonebridge, she worked at the Pennsylvania Bar Institute.

Lisa loves spending time with her children and grandchildren, enjoying her role as a volunteer at their schools and member of their cheering sections at sporting events. She also enjoys gardening, traveling and reading.