Lisa is a licensed Insurance Agent specializing in risk-adverse investments and long term care planning. She is dedicated to providing professional yet personal service to every client at Union Financial Services. Lisa enjoys growing the relationships that have developed over the 20+ years that she has been in the business. She is deeply concerned with the uncertainty many are facing in retirement and strives to help her clients implement the best financial choices for their ideal future.
Lisa credits her success to the emphasis she has placed on client education and appreciation events. More recently, Lisa has launched a "Women, Wisdom, and Wealth" educational program designed to help women feel more confident about their financial future.
Fun Fact: Lisa is an avid Philadelphia Eagles fan!