Lia brings over a decade of administrative, managerial, and client services experience to the Balance Rock Investment Group team. As Client Services Administrator, Lia provides support on administrative tasks and client management functions, including account openings and maintenance, distributions and transfers, Qualified Plan processing, and 401k enrollments. She also works with outside representatives, companies, and business professionals to coordinate clients’ specific needs as they arise.
Prior to joining the Balance Rock Investment Group team, Lia received a degree in sociology from Lemoyne College and her New Manager Certification from Siena College. She has worked in a number of administrative and managerial roles in the hospitality and trade industries, and most recently served as the digital marketing and social media coordinator for a non-profit organization.
Lia lives in Berkshire County with her partner, Jim, their new baby, and French Bulldog named Lemmy. She enjoys cooking, traveling, and the theater—especially the ballet. In her free time, she can be found adventuring with her family.