Lisa Odoski – Vice President, The Fried Group
We are pleased to announce that Lisa Odoski has been promoted to the position of Vice President of The Fried Group, parent company of TFG Wealth Management.
Since joining the company three years ago, Lisa has been an invaluable part of the team. With over 20 years of financial services experience and a detailed knowledge of the Investment Management business, Lisa has augmented her expertise by becoming a certified Registered ParaplannerSM through the College for Financial Planning®. In her new role, she is now responsible for overseeing Client Services and Office Operations. Lisa will continue to work with our higher net worth clients, providing them the exceptional hands-on service they have come to trust.
Lisa’s duties include processing the necessary documents for assisting in the implementation of client plans, transfers, direct rollovers, and insurance, as well as meeting a wide range of other client needs. She also helps maintain and organize regulatory compliance recordkeeping for the firm. If you have ever called the TFG Wealth Management offices, it is likely that you have also had the pleasure of speaking directly with Lisa on the phone.
Lisa lives in Fairless Hills, Bucks County with her husband, their two children and a spunky Jack Russell. She enjoys photography, tennis and family activities.