With 30 years of entrepreneurial experience, I have built and led businesses across investment banking, mortgage services, life insurance, financial services, insurance, marketing, private wealth management, and personal fitness. My expertise lies in helping individuals and businesses maximize financial growth, create sustainable wealth strategies, and develop strong marketing systems that drive results.
I spent 23 years in Florida building my career before moving to South Jersey, where I continue to expand my knowledge and expertise. As a lifelong learner, I am passionate about personal and professional growth, frequently engaging with books on education, self-help, and business, as well as industry-leading podcasts to stay ahead of evolving trends.
Beyond my career, my greatest joy comes from being a mother to my two grown sons, who are the center of my world.
Lisa Petrie is insurance licensed in NJ and PA.