About Lisa

Lisa joined the company in 2024, bringing with her a wealth of experience that spans nearly four decades in the insurance industry. Her journey began in 1986 as a part-time file clerk at an insurance agency in her hometown while still in high school—a role that sparked a lifelong passion for the field.

Throughout her career, Lisa has held various positions that have deepened her expertise and broadened her perspective. Her enduring commitment to the industry is matched by her enthusiasm for connecting with people. Whether working with clients or carriers, Lisa thrives on building relationships and believes that every interaction sharpens her ability to assess risk with insight and empathy.

Lisa is known for her genuine passion for people and her profession. She specializes in cultivating strong client relationships and is especially skilled at identifying and managing risk through meaningful engagement.

Her educational background includes studies in business, administration, and accounting, and she holds several professional designations: CISR (Certified Insurance Service Representative), CIIP (Certified Insurance Industry Professional), and DAE (Designation of Advanced Expertise).

Outside of work, Lisa enjoys a variety of interests that reflect her vibrant personality. She loves spending time with her husband and their fur babies, taking trips with friends, and cherishing moments with her nephew Henry, who holds a special place in her heart. Her hobbies include stargazing, learning astronomy, practicing yoga, and exploring all genres of music.

Lisa believes her unique strength lies in her ability to connect with a wide range of personalities, making her especially effective in building trust and rapport with clients. Her primary responsibility, as she sees it, is to ensure that every client feels cared for and confident in the service they receive. Trustworthiness is the cornerstone of her client relationships.