Lisa M. serves as the AVP of Insurance and Protection Strategies at Osaic since March 2023, with prior experience as a Life and LTC Specialist at Raymond James from August 2021 to March 2023. Lisa has a strong background in business development, having directed operations at Islands Financial, LLC from November 2014 to August 2021, focusing on income protection, asset growth, and succession planning for business owners. Additional roles include Regional Sales Director at OneAmerica and Regional Sales Vice President at The Prudential Insurance Company of America, where Lisa collaborated with brokerage general agencies to enhance revenue through life insurance sales. Lisa held leadership positions such as Immediate Past President of NAIFA North Metro Atlanta and as a member of the Board of Directors for Senior Services of North Fulton, actively contributing to community and financial services initiatives. Lisa earned a Bachelor of Science in Business Administration and Management from Salisbury University in 1993.
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