Lisa Romeo

Client Relationship Manager

Phone

Phone: 412.317.1418
Fax: 412.317.1402

Email Address

lisa.romeo@mosaicwealthconsulting.com

Lisa joined Lincoln Financial Advisors and Mosaic Wealth Consulting in September 2006 and is the Client Relations Manager working with Bruce Horvitz. In 2008, she obtained her Life, Accident and Health insurance licenses and in 2010 she obtained her Property and Casualty license.

Previously, Lisa spent nine years in the transportation industry as the assistant to the President and an additional six years in the environmental industry as the assistant to the Marketing Manager.

Currently a resident of Cranberry Township, Pennsylvania, Lisa has a son, Joshua, who is a Technical Education teacher in Boyertown School District near Philadelphia. She enjoys biking, playing tennis, kayaking and designing primitive home accessories.