Lisa has joined our firm as our “New Business Specialist”. She will handle all new and existing client services.
Lisa worked for the past 12 years as an Account Manager in the Medical and Insurance Industry. She loves the satisfaction of helping others and enjoys interacting with her clients. She obtained a Bachelor of Science degree in Exercise Science from Georgia State and goal is to continue to help others.
After 6 years in the medical industry Lisa transitioned to financial services specializing in insurance and banking. She now helps clients by protecting the assets they work hard to earn.
She recently moved back to California from Texas and enjoys taking care of her husband and two children. She values “family time”, loves to travel and is active as a “Team Mom” with her son’s sport teams.