Lisa carroll
Co-owner/office manager

Lisa worked in the Group Benefits Insurance sector for 14 years with CNA, The Hartford Insurance Company, and Mercer. Lisa was the lead advisor for Mercer’s Life, Accident, and Disability Consulting Practice in NYC, working closely with large employers.

Lisa graduated from St. John’s University with a BS in Healthcare Administration. Lisa transitioned from her professional career to take on the role of stay-at-home parent when her first son was born.

In addition to raising her sons, Lisa took on the role of Project Manager for several total home renovations in NJ and Maine.

Lisa and her husband, Pat, live in Falmouth with their two sons and dogs. Lisa takes pride in volunteering at her boys’ schools and serving on the Board of Trustees for RVC Blue Speaks.

She brings her client-focused professional experience and project management skills to Advantage College Planning to keep the office and client experience running smoothly.

She enjoys entertaining with family and friends, as well as spending time hiking and golfing with her husband and kids.