Lisa's believes that "It's not uncommon for seniors whether aging into Medicare or just responding to challenging life events, to feel overwhelmed, alone and unsure of what decisions to make, regarding their health & wellness". As a care giver for her elderly parent, for over 1o+ years, Lisa not only specializes in senior products, but is additionally passionate about assuring, that seniors are fully educated on their Medicare Options. Lisa takes great pride in taking the time to customized & personalized plans, to fit each and every one of her clients’ specific and ongoing evolving needs. Her rich and diverse background has allowed her to become an essential advocate for her various clients, of Business Owners, Individuals, Families, Self Employed and Employees. Coming from a background with extensive experience in the pharmaceutical industry, as a former sales executive; she also bring experience & training from the areas of microbiology and research and over 7+ years of experience in the health and life insurance Industry. Lisa's personal and professional background and experiences have combined well in allowing her to continue to meet and exceed the financial needs of her clients for More than 15 years. She has served on boards and volunteered her time and talents to many charitable organizations, that align with her passions for health & wellness, such as the "World Diabetes Day Luncheon" ADA Campaign, Dallas Casa, Texas Protects and the The Family Place among others. She holds a Bachelors degree in Microbiology and a minor in chemistry and is additionally experienced and trained in the areas of financial planning and business management consulting. In her free time, Lisa loves to travel, workout, read and listen to music. She is absolutely passionate about the environment, sports and wildlife; but her favorite things to do, are Long walks/or jogs on the Beach, hiking and spending time with family, friends and her local Church.
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