Lisa Bybel headshot

Lisa Bybel

Relationship Manager

Lisa Bybel has been in the financial arena for 9 years, previously working with James Van Metter & Associates Inc. Prior to working in finance, she worked over 20 years in the Parcel & Dry Bulk shipping sector as a commercial chartering manager.

 

A graduate of Concordia College with a B.S. in Business Administration, Lisa, committed to keeping clients happy, says, “…a happy client makes a happy company!”

 

She lives with her husband, John, in Yonkers, NY, and is a certified yoga instructor & enthusiast. Lisa is an avid reader, loves sports, and spending quality time with her adult children and spouses, and all her family.

Our Promise to Our Clients

We make all the crossroads count.

We build a strategy that maps to your aspirations and your risks. We roundtable detailed intelligence so you can do what you do best: know your options, trust your instincts, and act.

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