Lisa made South Florida her home a little under 30 years age with her husband Rick, and they raised their son and daughter here. Lisa holds a Bachelor of Science degree in Special Education & Elementary Education, a Florida 215, Series 7 & Series 66 license in Financial Services. Beginning her career in 2008 as the credit and housing bubble was in full swing, she found her passion for being a Financial Advisor & Employee Benefit Broker.
Lisa merged her business with Kelly Spencer and Rick Tourville after determining they had similar missions, which were to help business owners focus on growing their business instead of wasting time and money managing complex benefits programs. Lisa understands the concerns of business owners today, which include Business Growth, Employee Retention, Cash Flow Management, Exit & Transition Strategies. Lisa is passionate about helping business owners who protect themselves with the right benefits packagaes. She knows that they care about the people in their personal and business life, and are prepared to allow their businesses to grow.
Strategies that help business owners, employees and individuals achieve their goals, find peace of mind, and offer freedom to pursue hopes, dreams and happiness.
Securities through International Assets Advisory, LLC Member FINRA/SPIC Investment Advisory Services offered through International Assets Investment Management, LLC. International Assets Advisory, LLC and International Assets Investment Management, LLC are affiliated companies. Disclosure: https://www.iaac.com/disclosures/form-crs/