Meet The Team
Lisa is the newest member of the Santori and Peters team. Prior to working for Santori and Peters, Lisa worked for over 20 years in medical management during which she acquired strong organizational expertise, articulate communication skills and accurate attention to detail, all of which make her a valuable asset to our company. Lisa brings a personal touch along with her strong organizational abilities in working in our administration and client service area.
Lisa is a Monroeville native and enjoys spending her free time with her husband and six children.
Jim entered the financial services industry in 1978 specializing in personal and business asset protection and tax planning through the proper use of estate planning techniques.
Jim has helped hundreds of clients protect their assets during their lifetime and insure that the client minimizes risk and maximizes estate value. These techniques maximize wealth to family or others when estate transfer of asset ownership occurs. Primary focus is minimizing the tax impact from both federal and state income and estate taxes and maximizing assets to children or other family members.
Jim has earned the designation Professional Plan Consultant (PPC) and is working with local employers to help them reduce the hidden expenses within their 401(k) plans, reducing their ever escalating income taxes, while limiting their fiduciary liability and increasing their retirement assets.
Jim has served on the board of several non-profit organizations in the past; he resides in Hampton Township with his wife Renée of 35 years. They have three married children and two grandchildren.
Julie has been with Santori & Peters, Inc. for ten years plus. Whether it’s the warm manner in which she greets clients or her friendly demeanor when answering the phone, Julie has every client factoid memorized or indexed for quick reference and always keeps the office running smoothly.
In her spare time, Julie enjoys spending time with her family and visiting her parents in York, PA.
