Lisa Romeo

Lisa joined Lincoln Financial Advisors and Mosaic Wealth Consulting in September 2006 and is the Client Relations Manager working with Bruce Horvitz. Lisa spent nine years, 1992 – 2000, in the transportation industry as the executive administrative assistant to the President of the company and an additional six years, 2000 – 2006, in the environmental industry as the Administrative Assistant to the Marketing Manager.

Lisa brings to Bruce’s practice, a high level of customer service and administrative skills. In addition to these skills, in 2008 she went on to obtain her Life, Accident, and Health insurance licenses, and in 2010 she obtained her Property and Casualty license.

Lisa is a valuable asset of Mosaic Wealth Consulting and possesses a positive attitude, and is knowledgeable and experienced with insurance and investing processing, as well as sales support, and is in charge of all client communications.

Lisa resides in Irwin, PA with her husband Ron, and her dog CoCo. She is the proud mother of one son Joshua who is a Technical Education teacher in the Boyertown School District. She enjoys walking, biking, kayaking, and working on decorating, doing home improvements, and spending time with her family and friends.

“Always give people more than what they expect to get”