People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

"It’s a privilege to amplify the expertise of my colleagues who I believe possess some of the best financial minds in the country, but who also genuinely care about their clients."

Lisa Poff

Chief Marketing Officer

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Lisa is a marketing and communication specialist in the financial services industry who constantly looks for better and more interesting ways to communicate often complex financial concepts to clients.  As Chief Marketing Officer and Principal at The Colony Group, Lisa is responsible for creating and implementing the firm’s strategic marketing and communications efforts including branding, digital and content marketing, social media, and public relations. She also serves on the firm’s Management Committee.

Lisa led the effort to create Her Wealth®, a women’s financial initiative gaining national recognition. She collaborates with the female senior financial advisors and tax and financial management professionals at The Colony Group to develop new programs designed to empower women with financial knowledge and confidence.

Lisa served as the Director of Marketing & Communications at Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. Prior to that, she was the Director of Communications of a nationally recognized wealth management firm in McLean, VA.

She attended Pennsylvania State University and California State University, Northridge where she majored in political science and journalism. She attained the Charted Mutual Fund Counselor (CMFC®) and Chartered Retirement Plan Specialist (CRPS®) designations.

Having attended culinary school and cooked in professional kitchens in Los Angeles and D.C., Lisa loves to cook.  She also authored a cookbook of her most requested recipes for family and friends.