Lisa has more than twelve years of experience in the insurance and financial services industry. She has a passion to not only help her clients, but also educate them so they are able to make the best financial decisions for themselves to help accomplish their financial goals. Lisa’s goal is to educate, empower, and serve her clients while helping them to obtain personal and generational wealth. She recognizes that every individual and family has financial goals unique to them and she wants to help them tailor a plan to best suit their circumstances.Lisa is involved in her community as a member of the Greensboro Commission on Status of Women, as well as an A&T Gate City Alumni Associate member. In her free time, Lisa enjoys spending time with her family, traveling, and volunteering in her community.