Lisa Jones is a licensed Life & Health Insurance Broker, Annuities, Medicare & Living Benefits Specialist with a diverse background in financial services, insurance and patient benefits coordination. She holds a Bachelor's degree in Applied Science with a focus on counseling psychology from TWU and an Associate's degree in Psychology from NCTC.

Lisa has extensive experience as a Licensed Independent Agent at Independent Financial Services, working with individuals to help them navigate the complex world of financial planning and find suitable products to meet their unique needs. Her expertise in annuities, Medicare and living benefits has helped many clients find the coverage they need for their medical and financial well-being.

Prior to her work in financial services, Lisa worked as a Patient Benefits Coordinator at Pacific Dental Services. There, she developed skills in working with patients to ensure they understood their dental insurance benefits and financial options.

In her previous role as a Licensed Insurance Agent at Premiere Financial Alliance-National Life Group, Lisa honed her skills in selling life and health insurance policies and annuities, and is well-versed in compliance regulations.

Lisa combines her education, knowledge of financial products and passion for helping others to offer exceptional service to her clients. She is dedicated to educating and guiding her clients towards sound financial decisions.