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Lisa Boothe

Chief Financial Officer

302-734-7526
admin@abigplan.com
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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, Financial Advisor

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.

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Chief Operating and Compliance Officer, Financial Advisor

Christina is Chief Operating and Compliance Officer for B.I.G. Investment Services. She is a graduate of Wilmington University with a degree in Business Management and Finance.

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Operations Manager

Carol is Operations Manager of B.I.G. Investment Services. She attended Wilmington University for Business Management.

302-734-7526
cdill@abigplan.com
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Office Manager

302-734-7526
admin@abigplan.com

Tessa is the Office Manager for BIG Investment Services. She graduated from Bellevue University with a degree in Business Management and Marketing.

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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.

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