Our Team

Lisa Haines

Personal Lines Leader

WHAT I DO: I am passionate about setting people up for success by solving their financial challenges and protecting their wealth through risk management with creative solutions. I deliver an exceptional client experience by utilizing my insurance, credit, and business skills to recognize opportunities and recommend solutions to improve my client’s overall financial health.

WHY I MAKE A DIFFERENCE: My approach is innovative and entrepreneurial as I strive to find new and creative ways of looking at problems, processes, and solutions. I’m a collaborative leader who continuously seeks and drives new ideas and better ways of accomplishing tasks. Recognizing that clients’ needs and the business environment change rapidly, I adapt and adjust accordingly.

HOW: I make a significant difference working for my clients because of loyal partnerships I’ve created through relationship building. I have the ability to build trust quickly through cooperative, productive relationships. I interact effectively with all levels of clients and management (particularly senior management and C-suite).

WHY IT WORKS: I’m dedicated to providing efficient and clear solutions to my clients’ insurance needs. Honesty and integrity drive my daily practices, which my clients appreciate. I may not be able to close every deal, but I work hard for my clients, communicate effectively along the way, and genuinely care about their future.