Straight out of her MBA program at Cornell’s Johnson Graduate School of Management, Lisa Strohm started her finance career as an analyst for Air Products in 1996. After several years, she left the corporate world to pursue her passion, helping individuals and families achieve their financial goals. Over the next 15 years, Lisa earned her CFP® certification and worked as a financial advisor at firms including Legg Mason (now Morgan Stanley), Merrill Lynch and the independent registered investment advisor, JoycePayne Partners.
With over 16 years of experience in various settings in the male-dominated field of wealth management, Lisa has observed that many of the industry’s protocols are oriented toward the learning styles and communication preferences of male clients. As a result, many women remain unengaged in their financial lives, despite controlling an ever-increasing amount of wealth.
Lisa holds a strong conviction that, when women experience an environment that is conducive to their style and work with a professionalthat can communicate with them effectively, they naturally become more engaged in the process and more interested in making soundfinancial decisions.
In 2015, sensing a void in the market for wealth management firms that are “female-friendly,” Lisa founded The Athena Network, a financial & life management firm catering to women and their families. She believes that her true value as a financial advisor is her ability to draw upon her vast life and professional experiences (both positive and challenging), her communication skills and her passion for what she does to provide a collaborative, educational and empowering experience supporting women and their families in striving to achieve their financial and life goals.
Seeking to empower women, financially and beyond, The Athena Network provides comprehensive fee-based financial planning and investment management. The firm also offers clients other resources to help “uncomplicate” their hectic lives, including concierge services and resources to identify, research and vet professional service providers on behalf of clients.
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3477 Corporate Pkwy., Suite 100, Center Valley | 484.224.3439
