Lisa Oberdick is a Financial Planner with Stonegate Wealth Management. Lisa started working with Tom Geraghty as a junior at Kean University in New Jersey and in 2021 celebrated her 34th tax season.

Lisa is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional. In her dual role, Lisa manages money for individuals, families and corporations in the following ways:

• Work with tax returns and analyze financial information
• Oversee budget and financial management
• Participate in strategic planning