Lisa M. Coello

Office Manager
Sr. Client Services Manager

Having spent over 22 years in the financial services industry, Lisa couldn’t imagine doing anything else. She started her career with Merrill Lynch in New Jersey. After relocating to North Carolina in 2002, Lisa worked at Edward Jones for nine years before joining Sterling Fox Financial in 2011. Lisa is committed to maintaining the high level of service that our team provides for clients. Clients have come to rely on her to deliver timely, accurate, and meaningful answers to their questions. She is known as a true problem solver and makes sure clients’ needs are her priority. Lisa really enjoys getting to know all of our client’s families and takes a special interest in helping them to identify financial goals and monitoring their progress towards those goals.

Lisa loves spending time with her four sons, one grandson and her niece and nephew. She enjoys hiking and being outside doing anything active. She grew up a beach girl but being in NC has made her fall in love with the mountains. Her husband is an EMT for the county and her kids attend school and play sports in the community as well. She also enjoys watching professional football even though she and her husband are fans of rival teams. Family game nights are a regular occurrence and she has been known to get somewhat competitive.