Greensboro, NC | 336-230-1811
Lisa is a senior investment administrator with SFG. She joined the firm in 2014 as a client service associate and moved into the administrator role in 2015. As the senior investment administrator, Lisa coordinates everything involved in our client’s alternative investments. Her strong background in customer service, insurance and financial services (totaling over 30 years) is utilized every day and comes through in the high caliber of service she provides SFG clients.
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 Theater
I was born and raised in Greensboro, NC, living there all my life except for a short time in Lynchburg, VA for college, and a few years in Archdale, NC. I now live in Bolivia, NC, which is only a 10-minute drive to Oak Island and the beach! It has always been a dream to live near the ocean. I enjoy reading and am a total foodie and have so many new places to try at the beach. My newest obsession is gardening. I have two children, Dylan and Amber. Dylan, wife Kendall and son, Ryder, live in Thomasville, NC. Amber and husband, Peter, live in Leland, NC. I love being an Oma (German for grandmother)!