The Lerner Financial Team

Advisors and Agents
Administrative Professionals
Trisha Olds
Case Manager/Paraplanner*
Sara Fath
Service Coordinator*
Lisa Detloff
Case Manager / Paraplanner*
**Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Individual is not a Registered Representative or Investment Advisor Representative with Cambridge and may not accept trade orders, engage in financial planning activities or provide any general or specific investment or planning advice within the office and are restricted to clerical functions only.