Lysa is a valued member of the client service team, supporting daily operations and assisting clients with their administrative and account‑related needs. She helps coordinate scheduling, documentation, onboarding, and account servicing, contributing to an organized and seamless experience for both clients and the advisory team.
She brings experience across administration, financial services, operations, and customer service, with a strong emphasis on accuracy and organization. Before joining P3 Wealth Advisors, Lysa supported more than 20 advisors at her previous firm, strengthening her ability to manage detailed workflows and client needs in a fast‑paced environment. She holds an Associate Degree in Business Administration from Community College of Baltimore County.
Outside the office, Lysa enjoys spending time outdoors, being with her family, cooking, practicing Pilates, and traveling to new destinations—whether overseas or on a road trip. Italy is her favorite place she has visited so far. She currently resides in Edgewater, Maryland.