Lisa and her team are a part of the Retirement Benefits Group (RBG), a specialized division of Equitable Advisors. The RBG works with local nonprofit and public school employees to build strategies to help them meet there financial goals throughout their employment and retirement years. Lisa is a graduate of Metropolitan State University in St. Paul, Minnesota obtaining her Bachelors of Arts degree in Sales and Marketing. Lisa has obtained her FINRA Securities Registration Series 7, in addition to Life, Health and Variable Annuity Insurance Licenses. Lisa over the years has been actively involved in many community organization including -Clean the World, Keep Brevard Beautiful, Additions Volunteer for OCPS, Florida State Golf Association, and Orlando Women’s Golf Association. Lisa’s goal is to provide individuals, business owners and corporation with comprehensive insurance, investments and wealth preservation services. Through Equitable, Lisa’s program of integrated planning helps offer balanced, flexible strategies designed for your particular circumstances and objectives. Each Financial instrument is part of a well-conceived plan designed to help you achieve optimum performance and exceptional value. Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).