Lisa holds her FINRA Series 7 and 66 securities registrations as well as her life and health insurance licenses. BACKGROUND:
Lisa started working in the financial services industry in 2019. She has over 20 years of property and casualty insurance experience. She works with small business owners, entrepreneurs, individuals, and families. She especially loves to empower women to make good financial
decisions. Lisa wants to be her clients’ financial fitness coach and get them in the game to work towards reaching their financial goals and live life to the fullest. Through listening and understanding her clients, Lisa focuses on offering financial strategies so that her clients are confident when things are going well in life, but also when unexpected life events occur. Lisa wants her clients to have more clarity and confidence for their future. Lisa’s core values are focused on building quality relationships with her clients. POPULAR SOLUTIONS:
• Planning for financial goals and retirement
• Protecting families and mortgages with insurance
• Protecting income if someone becomes injured or sick
• Planning on how and where clients want to receive care if they are fortunate enough to get old
EDUCATION & CREDENTIALS:
Lisa has her Master of Business Administration (MBA) degree from Arizona State University West and Certification in Long-Term Care. She is a member of her local Chamber of Commerce, Westgate Kiwanis Club and Alpha Kappa Psi (a business fraternity). INTERESTS:
Lisa resides in a suburb of Phoenix, Arizona with her dog and sassy guinea pig. She volunteers for Bridge to Hope and Operation Homefront. Lisa also enjoys visiting botanical gardens, zoos, and museums as well as reading, swimming, cooking, and trying new activities.
2201837-052022
