As an Administrative Assistant who has been with the company since 2008, Lisa enjoys supporting all areas of the firm. This includes assisting in the life insurance underwriting process for Cohn Financial Group clients by coordinating with M Financial Group insurance company partners and assisting the Client Services Department with research and other projects regarding the firm's clients.
Lisa says that, "Working at Cohn Financial Group reminds me of the saying 'Excellence is not an act, but a habit.' This is true in the way everyone here uses their knowledge with every case (no matter how unique or complex) and works as a team. It is a pleasure to be part of Cohn Financial Group."
Having worked in the legal profession for 17 years, Lisa has 7 years' experience in the Life Insurance Industry, primarily in the underwriting and client services areas.
She enjoys photography, painting, and reading a good mystery and lives in Phoenix with her husband, Ellis, and their 2 children.
Email Lisa at email@example.com