As the Director of Insurance at Legacy Financial, Lisa handles everything under the insurance umbrella. She works with the Partners, Financial Advisors, and clients directly on new insurance policies, as well as managing the in-force book of business. She began her career at Pacific Life, a leading insurance carrier where she was exposed to all aspects of the industry.
Lisa joined Legacy Financial Advisors in 2011 and has over 30 years of experience and insight in the insurance and financial services industry. Originally, her role with Legacy was focused on onboarding new clients. When Legacy Financial’s model changed, Lisa transitioned into her current role; a perfect fit given her background, experience, and love of the insurance industry.
Lisa graduated with a Bachelor of Science degree from Northern Kentucky University and holds her Chartered Life Underwriter (CLU) designation from the American College. Being the director, Lisa researches the insurance marketplace and negotiates underwriting offers and options for our clients.
Being so outgoing, driven, organized, and detail-oriented, Lisa finds a solution for every project and problem in front of her. She enjoys working with people – advisors and clients. She believes that every opportunity starts with the client’s need for an insurance policy, but the path each policy takes can be varied and no two “cases” are the same. This allows for a lot of variety in Lisa’s career. No matter what, she puts the clients first – they have a need and she loves that it is her job to find each of them the best solution.
Lisa has two grown children, Connor and Kennedy, and currently resides in Cincinnati with her husband Grant. When she’s not serving clients, Lisa enjoys being active outdoors and traveling.