Financial Consultant

Lisa started her financial career in 2000 as a Branch Office Administrator at Edward Jones. It was there that she developed an admiration for the industry and an earnest desire for helping clients. A few years later, Lisa parleyed her experience and joined Chase Investment Services. During her tenure there, she became fully licensed and performed in the top 10% of her peers annually. In 2009, Lisa joined State Farm in a financial consultant capacity. Over the 10 years that followed, she led the agency to many prestigious awards, most notably Million Dollar Round Table. In 2019, Lisa began looking to become a part of the independent channel in the financial services arena; she found her home in DeVerna & Co Financial. She strives to be a strong team player and contribute to the wonderful working culture. Lisa has a distinct passion for the industry and educating her clients and always looks for opportunities to further her own education. In her spare time, Lisa enjoys spending time with her husband of 35 years, her four children, and three grandchildren. Their favorite place to relax each summer is in North Carolina where her roots lie.

Phone: 419-873-8500 – EXT. 1033
Email: lisa@devernaco.com