Lisa Petronio joined Walsh Duffield Retirement Plan Solutions in 2015 as Vice President of Retirement Plan Solutions. In this position, she manages the growth and service of retirement plan consulting at Walsh Duffield Companies. As a retirement plan consultant, she serves as a trusted advisor to help clients manage the fiduciary responsibilities associated with qualified plans. Lisa focuses on education; which she believes we can empower both plan fiduciaries and plan participants to make better decisions that drive better outcomes.
Prior to joining Walsh Duffield, Lisa spent seven years at a financial services agency. There she worked as business resource coordinator, serving as a retirement plan specialist for a team of 65 advisors in upstate New York.
Lisa is a member of the 2016 Leadership Buffalo Rising Leaders program and a member of The Partnership's Buffalo Niagara 360. She gives back to the Buffalo and Western New York community through her membership with the Junior League of Buffalo and as Big Sister with Big Brothers Big Sisters of Erie County. Lisa serves on the Advisory Board for the Hamburg High School Academy of Finance and on the Ambassador Committee at Child & Family Services.
Lisa graduated from State University of New York at Buffalo with a bachelor's degree in business administration. She is an alumnus of Alpha Kappa Psi, Co-ed Professional Business Fraternity. In 2014, Lisa earned the Retirement Income Certified Professional® designation from The American College.
Lisa lives in Tonawanda with her husband Kevin and their daughters Cecelia & Lucille. In her free time, she enjoys volunteering, traveling, reading and following the Buffalo Bills and Buffalo Sabres.
Retirement Plan Solutions
Main: 716.853.3820 x7372
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Walsh Duffield Companies is not affiliated with Kestra IS or Kestra AS.