Lisa has achieved national success working with individuals, families and employers providing solutions to address the financial costs of aging and being unable to work due to a disability resulting from accident or illness.

With 25 years’ experience, Lisa combines her knowledge, skills and compassion to help her clients address the physical, emotional and financial burdens long-term health care and disabilities can have on loved ones.  Lisa is licensed to provide guidance and insurance to protect against these unfortunate events in most of the United States, including Florida, New York, California, Connecticut, New Jersey, Maryland and Illinois among many others.

Lisa is a recognized authority, speaker and instructor on Long Term Health Care & Disability Income Planning and how to preserve independence, honor and assets.    Lisa feels preserving her clients’ dignity and the sanctity of the family and the individual are paramount.  Her goal is to listen and to make the proper recommendations based on the needs and concerns of her clients.
Lisa, a 1976 graduate of Brown University, is President of Premier Planning Group II, Inc. and holds the CLTC designation.  She represents all of the top insurance companies and is endorsed by the American Nurses Association, among others.