Greensboro, NC | 336-230-1811
Lisa is an Investment Administrator, supporting the Research team, and a Client Service Associate with SFG. She joined the firm in 2014. She has a strong background in both customer service and financial services, and has taken the lead in documenting Standard Operating Procedures for the firm as it grows.
Life Office Management Association (LOMA) Designations include:
Associate, Customer Service (ACS)
Associate, Insurance Agency Administration (AIAA)
Fellowship, Life Management Institute (FLMI)
Certified Executive Assistant (CEA), specializing in Estate Planning
Volunteer, YMCA Bright Beginnings program
Board Member / Volunteer, High Point Community Theater
I live in Greensboro with my “not-so-little” cat named IttyBitty. I enjoy reading mysteries and self-advancement books. I love to stay busy with family, friends and volunteering at the High Point Theater. My son, his wife, and my 1st grandson (Dylan, Kendall and Ryder), live in Thomasville. My daughter, Amber, is a student at UNC-W.