Lisa began her career in insurance and retirement planning in 2010, following in the footsteps of her grandfather and uncle.  She worked her first 5 years in South Carolina before moving back to Southwest Florida in 2016.

Lisa’s time working in a doctor’s office led her to receiving the Corporation for Long-Term Care Certification (CLTC) to better understand how she can help her clients with their Long-term Care options. Lisa’s continued training with Medicare, Social Security and Retirement Planning helps her understand how all the facets of retirement work together.  She shares her knowledge helping others through workshops and individual meetings.

Lisa has two grown sons.  In her free time, she enjoys spending time with her family and friends, supporting her community, practicing yoga, golfing and playing pickleball.