![](https://edwardjoneslive.pc.cdn.bitgravity.com/assets/background-photos/Background-Hobbies-10.png)
![Lisa Conley
portrait of Lisa Conley](https://edwardjoneslive.pc.cdn.bitgravity.com/assets/fa-pictures/600x900/1761733.jpg)
Focus Areas
- Retirement income strategies
- Divorce finances
- Education savings strategies
- Sustainable Investing
- Wealth strategies
- Employee stock options
Personal Interests
- Pickleball
- Soccer
- Social Responsibility
- Spending Time with Family
- Volunteering
Team Members
- Sarah BackmanSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | By Appointment Only |
Sun | By Appointment Only |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | By Appointment Only |
Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
More to explore
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Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Start here![](/sites/default/files/styles/teaser_image_large/public/acquiadam/2022-07/My%20Priorities.png.webp?itok=p41EdrWE)
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz![](/sites/default/files/styles/teaser_image_large/public/acquiadam/2022-07/approach-to-investing-setting-your-path.jpg.webp?itok=KcCpSYNa)
Setting your path
We use an established process to help you reach your goals.
Learn More