Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Lisa Kells

Lisa Kells

Administrative Assistant

Lisa Kells graduated with honors from Katherine Gibbs School with a certification in Paralegal Studies.

Lisa started her career in the Financial Services industry with Drexel, Burnham, Lambert in 1982 as an Administrative Assistant to the Cashiering Supervisor of the Corporate back office.

From 1988 to 2005 Lisa was employed in various Law firms as a Real Estate Paralegal.

From 2006-2014 Lisa was employed as a Personal Executive Assistant for a Registered Representative at SagePoint Financial, Inc.

In 2014 Lisa joined SagePoint Financial, Inc. as an Administrative Assistant to Donald F. Codori of Pegasus Financial Group LLC providing client support services . Lisa is not registered with SagePoint Financial, Inc.