Broker Check

Lisa Wolf

Manager, Relationship Coordinator


lisa.wolf@ccgwealth.com

Having spent more than a decade in the financial services industry, I joined the Coastal family in 2018 to manage the firm’s client service team. In my role I have the pleasure of helping Jim Horrock’s clients with all their administrative and operational needs.

I graduated from the University of Mary Washington with a degree in business administration in 2006 and earned my MBA from Boston University’s Questrom School of Business in 2016. I also enjoy playing golf as well as practicing and teaching yoga (I completed 200 hours of yoga teacher training). I live in Chelsea with my husband and our new baby boy who arrived four months after she started at Coastal Capital Group.