Lisa G. Wilfong

Lisa G. Wilfong

Director of Operations

Lisa joined the Marion Wealth Management team as the Director of Operations in May of 2022. Previously, Lisa held the position of Director of Operations for B & L Asset Management from it's inception in 2003. Lisa has worked for various Pittsburgh-area brokerage firms and was employed by Balis Lewittes Coleman Inc. from May 2001 until she moved to B & L Asset Management, where she worked for 19 years.

Lisa lives in Bethel Park, PA and loves spending time with her family and two dogs.