Lisa Bombardier is the glue that binds at CT Financial Partners. As the executive assistant to financial advisors Joe Covill and Kristen Kania, she harnesses her organizational skills to keep things running. As one of its first employees, Lisa has seen the company quadruple in size, and takes great pride in seeing it expand to become one of the cutting edge financial advisory firms in the state of Connecticut.
Respect for the process is part of Lisa’s DNA, and what motivates her to serve. While she may be one of the first people you see when you walk into the office, her real task begins from the moment a transaction occurs. From setting up transfers and scheduling meetings to handling paperwork for clients, Lisa brings all transactions to the finish line with much success.
This has translated into her becoming a driver of the firm's goal of world-class customer service. Lisa’s trustworthiness and sense of urgency in getting the job done enables a successful, systematic approach for business at CT Financial Partners, and is one of the reasons the firm is growing by leaps and bounds.
Lisa carries a Series 11 registration. In her free time, she enjoys spending time with her husband Anthony and their daughter Sydney. A native of Manchester, Lisa is passionate about the outdoors, loves hiking and fishing, and playing violin with her daughter.
