Reach out anytime: 302-734-7526 | info@ABigPlan.com
Lisa, a Delaware native, attended Dover High School and Delaware State University, majoring in Business Administration with a minor in Music.
Her childhood experience with the family business running Sandy Bluff Apartments and Motel in Dewey Beach served as a strong foundation for hard work and resiliency. Lisa held important roles during the ground floor stages of both Nutri-System and Catalog Resources, Inc. in Dover before working with Citicorp/Citibank.
Lisa has served as CFO for B.I.G. since its inception managing the books for the business and processing payroll. She is also partner in a real estate holding company, DL Five LLC.
Blessed with six children and two grandchildren, Lisa enjoys time with her family, cooking, singing, sunsets and gardening as well as serving in the community as a hospital volunteer or advocate for different women's ministries.
B.I.G. Team
President, Chief Investment Officer
302-734-7526
dboothe@abigplan.com
David is the Founder and President of B.I.G. Investment Services. He got his start in financial services through the life insurance industry in 1993 and has been serving individual investors as a full service financial advisor for over 20 years.
Chief Compliance Officer, Financial Advisor
302-734-7526
chibbitt@abigplan.com
Christina is the Chief Compliance Officer and a Financial Advisor for B.I.G. Investment Services. She is a graduate of Wilmington University with a degree in Business Management and Finance.
Financial Advisor
302-734-7526
dvenable@abigplan.com
Daniel is a Financial Advisor at B.I.G Investment Services. He holds a bachelor’s degree in Business Administration from Liberty University.
Chief Operating Officer
Carol is the Chief Operating Officer of B.I.G. Investment Services. She attended Wilmington University for Business Management.
302-734-7526
cdill@abigplan.com
Marketing Director
302-734-7526
admin@abigplan.com
Tessa is the Marketing Director for BIG Investment Services. She graduated from Bellevue University with a degree in Business Management and Marketing.
Operations Assistant
302-734-7526
rbenton@abigplan.com.
Rachel is the Operations Assistant for BIG Investment Services. She graduated from Wilmington University with a degree in Business Management.
Office Manager
302-734-7526
admin@abigplan.com
Jaliyah Gardner is the Office Manager at BIG Investment Services, where she plays a key role in keeping daily operations efficient and organized.
C.E.O "Chief Emotional Officer"
302-734-7526
admin@abigplan.com
Skipper is the C.E.O. “Chief Emotional Officer” at B.I.G. Investment Services. His main role is to greet clients with a welcoming and happy disposition as well as work with B.I.G. staff to keep their spirits lifted throughout the day.