We strive to be the partner of choice for customers, insurance carriers and employees looking for long-term relationships built on a foundation of trust.
Lisa oversees the client service team and provides leadership and guidance to managers and team leaders. Working with clients for more than 15 years, Lisa provides industry expertise, possesses strong strategic planning skills and establishes solid working relationships. Lisa works side-by-side with the partners and benefits consultants on client strategic planning and initiatives. In addition, Lisa helps manage administrative and business operations.