Walk through Legacy’s front door and you’ll be greeted with a warm, friendly hello by Lisa Mercadel, our Client Services Associate. Lisa joined Legacy Financial Planning in 2016 and manages all front desk responsibilities including scheduling appointments, answering our busy phone lines, preparing client reviews, as well as carrying out all client distribution requests. She maintains a level of calm professionalism in what can be an extremely demanding role while providing exceptional customer service to our clients.
Her prior experience working in multiple higher education venues servicing student loans and providing background research serves her well in her role of Client Services Associate. She understands the need for professionalism, efficiency, confidentiality, and accuracy. Lisa received her BA from Nazareth College, earned her New York State Health and Life Insurance license and recently became a Notary Public.
Lisa enjoys reading, gardening and serving as a member of the St. Marianne Cope Liturgy Committee as well as helping with the Arts and Environment group.