License Held: Series 66
Insurance License Held: California Life and Health
Her background prior to entering the financial services industry was primarily in accounting, which has assisted Lissa in obtaining a broader understanding of client concerns. Lissa’s former accounting employers included Fleetwood Motorhomes, Clover Insurance Agency and the Averbeck Company. Her financial industry experience was gained working at Strategic Capital Management, Inc., an Independent Registered Investment Advisor similar to Kemp Financial Management, LLC. After 12 years at SCM she tried her hand at office management at Trinity Financial Partners and decided she preferred client relationships and interaction instead.
Lissa has found the KFM process more in alignment with her core values, which allows her to develop and improve our clients understanding of their current situation.
Lissa and her husband, Jeff, have three sons, a daughter-in-law and two grandsons. She is very active in her church, serving in Women’s Ministry and—with Jeff—in the Couple’s Ministry. She also likes singing, scrapbooking and socializing with family and friends.