You never know who you’ll sit next to on a flight—but on a recent return from Florida, Joe found himself next to someone unforgettable: Lisa Tobin. One of the most accomplished women he has ever met, Lisa left a lasting impression not just with her story but also with her energy, wisdom, and perspective on life.
Fittingly, for the 40th edition of the podcast, Lisa delivered what Joe calls the best piece of advice shared on the show so far: “Just keep moving!”
From career milestones to personal reinventions, Lisa has done it all—and yet, she’s just getting started. Her passion for living fully is contagious, and in this episode, she shares the mindset that keeps her moving forward. This is Lisa’s story—and it’s one you won’t want to miss.
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There are multiple aspects to managing wealth and they require a consistent, disciplined approach. Our wealth management practice has discipline at its core and is designed to help our clients grow and protect their net worth.
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