Lisa Cunningham Joins True North Financial
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NORTH ADAMS, Mass. — Lisa Cunningham has joined True North as a financial adviser, according to an announcement by Rob Abel, True North President.
Prior to joining True North, Cunningham worked in Waltham as a wealth planner for high net worth families. She is a CFP practitioner and has experience in all areas of financial planning, including tax, estate, life insurance, and cash flow planning
She will be located in True North's Williamstown office.
"Lisa is a very talented professional who started her career in Boston and has chosen to return to the Berkshires to continue her career growth," said Rob Abel, True North's president. We are all very excited to welcome Lisa to the True North and MountainOne team."
Cunningham holds a bachelor of arts degree from Assumption College and a master of science in financial planning degree from Bentley University. Originally from Clarksburg, she is active in the local community, where she serves as a board member for PopCares and the Whitney Girls Basketball League; as a volunteer tax preparer for the Massachusetts National Guard Free Income Tax Assistance Program; and as a volunteer financial planner in the Pro Bono Military Program through the Massachusetts Chapter of the Financial Planning Association.
Cunningham lives in North Adams.
True North Financial is a division of MountainOne Bank, and has been providing individuals and organizations with financial guidance since 1997.
