Our Story

Lisa M. Gabriel, CFP®, ChFC®

President & CEO

Lisa’s passion for investments and financial planning spans over three decades, allowing Pinafore Wealth Counsel to offer wisdom, perspective, and customized wealth solutions. Lisa helps you navigate change confidently by integrating her experience with the facts and figures, often going beyond the numbers. Lisa has a strong dedication to risk management and a steady commitment to helping you grow and protect your wealth. She offers unbiased and objective advice with a commitment to transparency.

Lisa’s experience includes 20+ years as an institutional investor for such notable names as Duke Management Company and Oak Value Capital Management prior to returning to her roots advising successful families and individuals. Lisa is a CERTIFIED FINANCIAL PLANNER professional and holds the Chartered Financial Consultant designation, ChFC®. She is a frequent speaker on Tax Smart Retirement Strategies, Legacy Planning, and Wealth Building for Women.

Lisa serves on the Advisory Board of the Osher Lifelong Learning Institute (OLLI) at Duke University and also serves as an instructor. Lisa serves on the Board of the Duke Campus Club and is the Interest Group Leader of the Money Matter$ financial education interest group. Lisa co-founded the annual Having it All for women event held each Spring in Research Triangle Park. Lisa is an active member of the Durham-Orange Estate Planning Council and First Presbyterian Church and is a former Board member of the NC Council for Women, Durham County Women’s Commission, and the NC State Women’s Center Community Advisory Board.

Lisa loves being Paul’s wife and Caroline’s mom.

LisaMarie Lozon, CIMA®, CeFT®, CDFA®

Co-Founder

LisaMarie’s experience includes 20+ years in advising successful individuals and families through the complexities of wealth counsel and asset management. She leverages her diverse experience to engage clients with compassion and acts as their trusted guide. Clients value her natural ability to connect the smallest of details to the greater whole of their lives. LisaMarie partners with clients to strategically identify their goals and supports them in accomplishing their full potential.

From a young age, LisaMarie’s beloved grandfather instilled in her a profound understanding and appreciation for the power of wise investing. She fully funded her way through college by applying this growing knowledge and passion. LisaMarie received the Certified Investment Management Analyst (CIMA®) designation in 2001. She is William Bridges certified in both “Managing Organizational Transitions” and “Individual Transitions in Organizations.” LisaMarie is also a certified Integral Coach from New Ventures West. She holds the Certified Financial Transitionist (CeFT®) designation from the Sudden Money Institute.

LisaMarie is a leader in advising individuals and families to manage and grow strategically in times of change and transition. She is an accomplished, sought-after speaker engaging her audiences with enthusiasm, humor, and new perspectives for effectively navigating personal and professional change and transition.

LisaMarie serves on the Board of the Dispute Settlement Center. She enjoys hiking and tennis and finds daily meditation an integral way to be present for her family and clients.

JD Slatta

Client Concierge

In his role as Client Concierge, JD oversees the client support experiences of our client families and provides support for firm operations. JD applies his outstanding attention to detail and organizational skills to improving client service and internal processes. JD has over a decade of combined investment and legal support experience and is a Notary. JD graduated from Guilford College with a B.A. in Psychology and received his NC Certified Paralegal (NCCP) in 2011. When not working, JD enjoys spending time with friends and family and volunteering with various non-profit organizations.