Lisa M. Meyer, Operations Manager
7101 College Blvd., Suite 1501Overland Park, KS 66210913-402-2020 Lisa serves as the Operations Manager for Insight Financial Services. She began her career working with Pete Martinez in 2002 at a large national corporation. Lisa's role at Insight Financial Services is to organize, supervise and streamline the operational activities that make the IFS mission and vision unique. A graduate of Kansas State University in 2002, Lisa majored in Family Financial Planning and has a minor in Business. While a student in 2001, she was on Kansas State's national finalist American Express Financial Planning Team. Lisa and her husband Jeff reside in Ottawa, Kansas.
Licenses and Appointments:
Series 63 Uniform State Law
Series 7 General Securities Representative
Series 24 General Securities Principal
L&H Life and Health Insurance Licensed