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Leadership

With almost 30 years of experience in the insurance industry, Lisa continues her passion for service, problem-solving, and relationship building. Previous experience includes commercial assigned risk underwriting and corporate benefits administration, until finding her niche in personal risk management. Lisa serves as the key relationship manager for personal lines business, comprised of executives, business owners, and high net worth individuals and families. Dedicated to annual insurance reviews, she works with the clients and/or their wealth advisors to identify any new exposures and to find solutions to minimize risk.

Professional Achievements
Lisa Is licensed in P & C and Life & Health.  She has earned her Certified Insurance Service Representative Elite (CISR Elite) designation from the National Alliance for Insurance Education and Research and is currently working towards her Chartered Private Risk and Insurance Advisor (CPRIA) designation. She is also an alumnus of the Cleveland Civic Leadership Institute and looks to give back to the community whenever possible.