Our Team

Lisa Califano has lived in the south shore of MA all her life. She currently lives in Hanover with her husband, two kids and her goldendendoodle, Rosie. 

Lisa was a finance major at Bridgewater State College and graduated with a Bachelor of Science. She later earned a Master’s in Business Administration from the University of Massachusetts.

In 2002 Lisa started her career at State Street Bank as a portfolio accountant.  In 2004 she began working for Lexington Insurance Company where she spent the next six years.  While there, she took on various roles including accountant, business analyst and insurance underwriter.  After having children, Lisa took a break from the corporate world and stayed home to raise her kids. During that time, she joined a local community club and sat on the board, she got her real estate license and also became certified in Quickbooks. She started a small bookkeeping business and worked at home while the kids were in school.  In 2021 Lisa joined GJR Financial as our Client Relationship Manager. 

During her free time, Lisa likes to read, exercise, travel, and spend time with her family and friends. 
 

For over 35 years, Gerald J. Robillard has been providing comprehensive financial services to pre-retirement and retired investors.

Mr. Robillard graduated from Bentley University with a Bachelor of Science in accounting. Gerald then went on to get his Master’s in Business Administration from Suffolk University.

After graduation Gerry was hired as a Financial Auditor by the prestigious firm Price Waterhouse & co. He successfully passed his CPA exams and became a Certified Public Accountant in the Commonwealth of Massachusetts.

Subsequent to his public accounting experience Gerry went on to become a Financial Administrator for the Lahey Clinic Foundation and Boston’s Children’s Hospital.

In 1982 Gerry Founded Gerald J. Robillard & Co. to provide families and individuals with the same level of financial services that he had been providing to businesses and hospitals.

In 2015 Gerry transitioned his brokerage business into the Registered Investment Advisor (RIA) community. As an Investment Advisor Representative (IAR), Gerry created GJR Financial, and independent investment advisory firm providing retirement planning services & investment management strategies for clients on a fiduciary basis. Services that always act in the clients best interest.

AbbeyRose brings more than a decade of experience in the financial services industry, with a professional background spanning brokerage firms, hedge funds, and independent RIAs. Throughout her career, she has held both FINRA and Insurance licenses, further strengthening her expertise in investments, compliance, regulatory practices, and client service. Over the years, AbbeyRose has developed a comprehensive understanding of investment products, asset allocation, and financial planning, along with a deep appreciation for the value of trust-based client relationships.

Today, AbbeyRose specializes in operations and client relationship management, where she is passionate about delivering a seamless, thoughtful, and highly personalized client experience. She is dedicated to helping clients feel supported, informed, and genuinely cared for throughout every stage of the financial planning process. Known for her warm demeanor, empathy, attention to detail, and strong follow-through, AbbeyRose takes great pride in making a meaningful difference in the lives of those she serves through exceptional communication and service.

Outside of work, AbbeyRose enjoys writing, yoga, cooking, traveling, and spending quality time with family and friends. She resides on the South Shore of Massachusetts with her beloved Maltipoo, TomTom.