Licenses and Registrations:
- Life and Health Insurance Licensed
Lisa serves as the Compliance Coordinator for Insight Financial Services. Her role is to ensure that the procedures of IFS are consistent with all applicable regulatory authorities. She began her career working with Pete Martinez in 2002 at a large national corporation. A graduate of Kansas State University in 2002, Lisa majored in Family Financial Planning and has a minor in Business. While a student in 2001, she was on Kansas State's national finalist American Express Financial Planning Team.
Lisa and her husband, Jeff, reside in Ottawa, Kansas with their two sons, Jotham and Josiah, and daughter, Elizabeth. She enjoys high school sports, photography, quilting, and spending time with family.