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Lisa Hoyne

Lisa Hoyne

Director of Firm Strategy & Registered Assistant

With over 30 years’ experience in the financial services industry, Lisa brings expertise in managing strategic and tactical marketing strategies across multiple business models.  As a corporate leader her focus was to inform and educate advisors on the broad array of wealth management solutions and fiduciary responsibility to support their clientele.  Lisa holds  Series 7, 66 and 24 FINRA registrations.