Lisa has been part of our team since 2000. She provides client service and support as well as leading administrative duties for the team. A former life insurance underwriter, Lisa adds an extra dimension to our firm’s service by helping our clients with their insurance needs. She has completed the Fellow, Life Management Institute (FLMI) program, the world’s largest university-level education program in insurance and financial services; achieved the designation of Associate, Life Management Institute (ALMI®); and achieved the designation of Associate, from the Academy of Life Underwriting.
Lisa attended Mississippi State University, where she earned a bachelor’s degree in business administration. She is originally from Pascagoula, but today, she and her husband, Bob, call Jackson home.