Leadership

With almost 30 years of experience in the insurance industry, Lisa is passionate about building strong relationships to best serve her clients’ insurance needs and eliminate problems before they arise. She serves as the key relationship manager for a tenured book of personal lines clients comprised of C-suite executives, business owners and other successful individuals and families. Through annual stewardship, she collaborates with clients and their trusted advisors to identify new exposures, find creative solutions to minimize risk, and make certain their insurance program aligns with financial and lifestyle goals. By maintaining the trust and respect of her current clients, co-workers and referral sources, she continues to build new relationships nationwide.

Professional Achievements

Lisa holds her Certified Insurance Service Representative Elite (CISR Elite) designation and has earned the prestigious Chartered Private Risk and Insurance Advisor (CPRIA) designation. She has been a licensed Property & Casualty agent in the state of Ohio since 2004 and holds a non-resident license in the state of Michigan. Lisa is also licensed in Life & Health. As an alumnus of the Cleveland Civic Leadership Institute, Lisa strives to give back to the community whenever possible.