Jason Hacker

Lisa Losievsky is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She partners with clients to provide comprehensive and holistic financial planning tailored to their unique needs, with a focus on incorporating Executive Benefits into their strategies. Since joining Fidelity Investments in 2015, Lisa has held several roles, including Retirement Solutions Representative, Senior SPS Executive Services Specialist, and Workplace Planning Consultant II. Her experience spans various aspects of financial planning and executive benefits, reflecting her progression and expertise within the company. Outside of her professional work, Lisa enjoys camping, cooking and baking, kayaking, spending time with pets, and reading.

Yvonne Dean serves as a Branch Leader, focusing on partnering with colleagues to deliver the Standard of Care to clients and associates. She has held various leadership roles within Fidelity Investments, including Assistant Branch Leader in 2024, Team Leader for Advisory Services from 2022 to 2024, and Team Leader for Workplace Planning and Advice from 2020 to 2022. Prior to her tenure at Fidelity Investments, Yvonne held positions such as Director of Client Management Services at One America from 2018 to 2020 and Associate Financial Advisor at Acuitas Financial Group - Ameriprise from 2017 to 2018. Her earlier career includes roles with United Federal Credit Union, Schwab Private Client, PNC Investments, and Thrivent Financial for Lutherans, where she held several leadership positions including Vice President and Regional Vice President. Yvonne's extensive experience spans client management, advisory services, workplace planning, program management, and investment services. Outside of her professional responsibilities, Yvonne enjoys fitness, horseback riding, kayaking, motorcycles, music, and reading.