Senior Account Executive
As a senior account executive, Lisa works with successful families strategizing and securing comprehensive insurance programs providing solutions to fit their evolving lifestyles. She aims to help her clients understand insurance is not a commodity; a proper evaluation of their options yields a portfolio that is specific to their needs.
Lisa holds a Property and Casualty Producers license in M.A. and N.H. She earned a B.A. in Advertising and French from Simmons College. She has enjoyed a hot air balloon ride, a bobsled ride, and has participated in the NYSE opening bell ceremony for a Exchange Traded Fund (ETF) that was taken public.