Lisa Allen

Lisa Allen

Client Service Associate


Lisa plays a vital role in supporting Procyon clients, utilizing her keen attention to detail and extensive knowledge of the firm’s policies, procedures, and technology. With these skills, Lisa effectively anticipates client needs, resolves any issues they may encounter, and ensures exceptional service delivery.

Prior to joining Procyon, Lisa enjoyed a diverse career path that included working as a computer programmer/analyst, a paraprofessional in the school system, and a financial assistant. This diverse background has equipped her with a broad range of skills and experiences that she brings to her role at Procyon.

Lisa holds a B.S. degree in Business Administration from the University of Connecticut and an M.B.A. from Sacred Heart University, further enhancing her knowledge and understanding of business principles.

Lisa’s dedication to providing exceptional service, coupled with her expertise and commitment to ongoing learning, makes her a valuable asset to Procyon. Her ability to effectively support clients and ensure their needs are met contributes to the firm’s mission of delivering comprehensive financial services and outstanding client experiences.

In her leisure time, Lisa finds relaxation in the pages of a good book, explores new destinations through travel, and cherishes moments spent with her family and friends. She resides in Orange, CT, alongside her husband and four children.