Lisa Schreier, Project Director
Lisa, our Project Director, joined the Sudden Money® Institute nearly three years ago. Each day Lisa ensures that all of our financial advisors have the personal attention they need in order to best use the SMI protocols to work with their clients. Lisa is also currently studying to become a CFP® professional. Lisa comes from an impressive 20-year background in Public Health. She received her BA in Middle East History from the University of Pennsylvania and her Masters Degree in Epidemiology and Public Health from Yale University.
Leigh Routman, Program Manager
Leigh joined the Sudden Money® Institute family as Program Manager in January 2011. She has an 18-year background in the field of social work, where she held positions in in-patient hospitalization, home health, private practice and family care. With her Masters Degree in Social Work from Barry University and her Bachelor’s Degree in Sociology and Psychology from the University of Florida, Leigh brings a strong familiarity with life-transitions to her work with the Sudden Money® Institute.
