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
Lisa was born and raised in Greensboro, North Carolina, living there all her life except for a short time in Lynchburg, Virginia while in college and a few years in Archdale, North Carolina. She enjoys reading mysteries, trilogies and self-advancement books, and she is a total foodie who enjoys experiencing new restaurants. She loves to stay busy with family, friends and volunteering at the High Point Theater. She has two children. Her son, Dylan, is married to Kendall and they have a son, Ryder. They live in Thomasville, North Carolina. She loves being an Oma! Her daughter, Amber, will graduate from University of North Carolina- Wilmington in December, and Lisa is very hopeful that Amber will choose to stay there so she can visit her daughter (and the beach!) often.