Lisa joined Duncan Financial Group in February 1988 as a Customer Service Representative. Not long after joining, she became certified and earned the Customer Insurance Service Representative designation. Lisa received her Certified Insurance Counselor designation in July 2018. As the lead Personal Insurance Account Manager, Lisa works with quoting and writing new business, as well as managing close to 500 clients. She enjoys getting to know her clients and helping them find the best insurance coverages for their unique needs.