Lisa D. Miller, CFP®, ChFC®, CDFA™, RICP®
CERTIFIED FINANCIAL PLANNER™ | Professional Certified Divorce Financial Analyst
As a Financial Advisor I listen. Hearing what my clients are saying, or not saying is, in my opinion, one of the most important aspects of my job. Equally important is providing my services with compassion and without judgment to whomever seeks advice.
I meet individuals, families and business owners, where they are in their personal, and professional financial lives. I draw from my previous career in Accounting and Business Management and my on-going professional education to help my clients identify their unique financial objectives and create a personalized plan towards achieving their goals.
Acting as a Fiduciary (in the best interest of the client) and employing a Holistic (incorporating all financial aspects) approach, clients may opt for Fee for Services, Fee Based Assets Under Management or individual product solutions. Not sure what your best fit is? We’ll discuss your objectives and the options so that you can make an informed decision.
When it is time to relax, I can be found enjoying all that living on the shore of Lake Ontario has to offer. Dabbling in photography to capture another amazing sunset, paddle boarding, kayaking, fishing for a Derby winning Salmon or simply watching the seasons pass by with husband John, pup Josie and feline master, Mordecai Brown (Morty). Proud Mom to son Joshua and his life partner Kristina the best weekends are spent with them and my Grand Pups!
California Insurance License #: 0I59399
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Debbie’s background as both a successful Financial Advisor and as a business owner provides a unique blend of financial knowledge and customer centered skills to our clients. When not monitoring the workflow process and tying up loose ends, Debbie may be golfing or otherwise enjoying the beautiful view form her home in South Carolina.
Debra J. Marchiante-Clark offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.
Registered Sales Assistant Broker
Erin Hannan is a Registered Sales Assistant Broker who has a passion for helping others. She has an undergraduate degree in Psychology, a Master’s in Counseling, and years of experience as a senior account manager in the fashion industry. Her desire to make a difference in people’s lives drove her to pursue a career in financial advising. She believes everyone should have access to a financial planner and feel empowered to make decisions about their future.
As a registered sales assistant, Erin is a financial resource who wants to be assessable for anyone seeking advice and education. She helps create individualized plans tailored to her client’s goals and lifestyles while building trusting and supportive relationships. Her ability to think critically and manage time effectively allows her to be available for her clients when they need her most.
On a more personal level, Erin was born and raised in Syracuse NY, lived in California for 5 years, and currently resides in Greenville, SC with her husband who is a local Firefighter. In her free time, she enjoys being around her friends and family, taking a Pilates class, hiking with her cattle dog Bubba, and eating at local restaurants. Erin is also a certified reformer Pilates and spin instructor but has taken a break from teaching while her and her husband prepare for the arrival of their new family member expected in June 2023.
Erin Hannan offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.