About LisaMarie Lozon

Founding CEO of LisaMarie Enterprises LLC

As a leading Transition Strategist, LisaMarie partners with high-achieving individuals, corporations, families and organizations in navigating the rough waters of personal and professional transition. She represents a safe harbor for her clients amid the storms of profound change. Relying upon her straightforward guidance and strategic collaboration, LisaMarie’s clients approach life’s challenges with greater confidence, resilience, and clarity. With her proprietary In ConversationTM approach, LisaMarie leads clients in managing the chaos and consequence of change and transition.

LisaMarie is an unbiased listener and analytical thinker. During her 23-year career in wealth management, she observed that most of her highly successful clients were going through significant change and often asked for her advice beyond a financial scope. She discovered that even the most competent individuals benefit from an empathic listener and strategic decision-making partner during difficult transitional periods. In today’s climate of rapid and significant change, LisaMarie’s In Conversation methods offer definitive and strategic direction to those prepared to collaborate with a change and transition professional.

Leveraging her life’s work, LisaMarie is the Co Author of the book series Love Charlie.  Seasons Change Love Charlie is the first release of many adventures that educates and entertains.  It offers children and parents insights and tools to manage and grow through the challenges as well as the opportunities that change presents in their lives. For more visit LoveCharlie.com

An accomplished speaker, engaging her audiences with enthusiasm, humor, and authentic perspective, LisaMarie inspires successfully navigating the inevitable change that life brings.

LisaMarie enjoys cooking, art, trail running, and watching her son play competitive tennis.

“LisaMarie’s insight into navigating change and transition is truly practical and applicable to any change we are faced with.”
– Sally Ann


Certified Financial Transitionist CeFT®
Financial Transitionist Institute
Palm Beach Gardens, FL

Certified Integral Coach
New Ventures West
San Francisco, CA

Certified Trainer: Managing Organizational Transition
William Bridges Content
William Bridges & Associates
Larkspur, CA

Certified Trainer: Individual Transitions in Organizations
William Bridges Content
William Bridges & Associates
Larkspur, CA

Comprehensive Certificate Program
The Strengthening Health Institute
Philadelphia, PA