Lisa’s passion is helping people! She offers valuable guidance to families, individuals, and small businesses. From the working class to the wealthy, her integrity has been truly evident.
If you would ask any client who has sat down with Lisa Conley what makes her stand out from others, they would say that she truly listens! Lisa’s priority is taking the time and effort to discover what is most essential to each client and developing a strategy to meet those needs. She places great importance on building meaningful relationships with clients, based on trust. Family emphasis and personal service are her top priorities. Her clients say that Lisa treats each of them as if they are family sitting across the table from her. She also has the ability to explain the most complex financial planning issues in a clear, easily-understood fashion. Through dissecting and researching every possibility, she finds the best solution for their individual needs
This ability comes from over 25 years of experience and her confidence in knowing the market well. Experience is key and allows her to lead by example! Throughout the years, she has gained expertise in many roles along the way, starting out as a Sales Agent, then Staff Manager, Agent Manager, and currently an AGA.
Lisa is a member of the NAIFA (National Association of Insurance and Financial Advisors). She is also the president of Ladies in Fellowship Together (LIFT). In addition, she has been awarded Top Agent, 100 Lives Club, Leading Staff, Presidential Council and many other achievements to which she gives God all the praise and glory!
Lisa and her husband, Casey, reside in Wheelersburg, Ohio. They have been blessed with two children: Brooke, age 22, a senior at The Ohio State University in Columbus, Ohio, and Brody, age 14, who attends Wheelersburg Middle School.
If you are looking for a driven, results-focused professional who has a proven record of achievement and over 25 years of experience, based on honesty and integrity, look no further!
*Not affiliated with J.W. Cole Financial, Inc. or J.W. Cole Advisors, Inc.