Email: RKent@spinam.com
Phone: 401-391-3304

With over 25 years of experience, Ron Kent founded Spinnaker Asset Management in 2008 to help clients navigate financial markets with a prudent, results-driven approach.

As a Financial Adviser, Ron manages client accounts with the goal of achieving strong returns while minimizing volatility. He combines years of institutional research, equity and fixed income expertise, and collaboration with other professionals to develop informed strategies tailored to each client’s goals.

Communication and education are central to his approach, ensuring clients understand market conditions and the rationale behind investment decisions.

Email: Lpicillo@spinam.com
Phone: 401-527-0484

Lisa joined Spinnaker Asset Management in November 2019 as a Financial Advisor. She earned a Bachelor’s in Communications from Rhode Island College in 1998 and recently completed a Master’s in Business from Bryant University in March 2024.

Lisa began her career in financial services at Fleet Bank as a retail customer service representative. Following the Fleet and Bank of America merger in 2004, she held various roles at Bank of America, including consumer loans, technical support, branch support, and business analyst. In 2007, while expecting her twin daughters, Lisa earned her Series 7 license and became an Investment Advisor Representative with Banc of America Investments. After the birth of her daughters, she transitioned to Fidelity Investments, first as a trader and then as a Client Manager in the Institutional Wealth Management Group, a role she held until 2018. Lisa spent a year as a Financial Advisor at Merrill Lynch before joining Spinnaker.

At Spinnaker, Lisa works with individuals, families, and small business owners to simplify financial planning. She focuses on developing strategies tailored to each client’s unique lifestyle, priorities, values, and goals, helping them achieve both short- and long-term objectives.

Lisa is also passionate about giving back, volunteering in local schools and nonprofit organizations. She holds Series 7 and 66 licenses, as well as Rhode Island Life & Health insurance licenses.

Lisa lives in North Smithfield, RI, with her husband and three children.

Email: sszabo@spinam.com
Phone: 401-391-5585

Sarah Szabo joined the Spinnaker team in September 2024. She graduated from Ohio Wesleyan University in 1997 with a Bachelor’s degree in Sociology. In 2004, she earned an additional Bachelor’s degree in Education from Rhode Island College. She also holds her Series 6, 63, 65, and Life and Health insurance licenses.

In November 2018, after teaching Math and English for 11 years, Sarah transitioned into the financial industry as a Financial Professional with New York Life. During her time there, Sarah focused on Estate and Retirement Planning with families, individuals, and business owners.

As a previous educator, Sarah focuses on the education process of financial planning. Taking an educational approach encourages her clients to be active participants in understanding and creating their financial plan. Sarah knows every client has their own goals, values, and priorities, and her thought process is that no two plans are alike. While building long-term relationships with clients, Sarah helps them to be successful and identify their goals and priorities to help build a successful financial plan with Spinnaker Asset Management.

Sarah lives in Narragansett with her husband, two children, and her yellow lab. She enjoys traveling with her family, coaching lacrosse, and riding horses.