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Meet Lisa Czarnecki

Lisa has spent 25 years in insurance and financial services, specializing in college planning, retirement, investment planning, employee benefits, and life, disability and long term care insurance. As an independent broker, she is able to live out her philosophy of focusing on each client’s specific situation, customizing a personal plan that matches them with the best products to address their needs and providing ongoing monitoring and support. Lisa is a Certified Funds Specialist® (CFS®) and has completed three courses toward the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Lisa holds her FINRA Series 6 and 63 registrations with LPL Financial, as well as state Life & Health Insurance and Property & Casualty insurance licenses. She is a member of the Agency Management Resource Group (AMTC), GAMA International and the National Association of Insurance and Financial Advisors (NAIFA).  Securities offered through LPL Financial, Member FINRA/SIPC.

Lisa lives in Hoffman Estates, IL with her son Brett. She enjoys golf, wine and physical fitness, especially running for a cause. Lisa has completed several half marathons, the Chicago Marathon and a 3-day breast cancer walk.

Lisa Christie, CFS

Lisa Christie, CFS

Lisa has spent 25 years in insurance and financial services, specializing in college planning, retirement, investment planning, employee benefits, and life, disability and long term care insurance. As an independent broker, she is able to live out her philosophy of focusing on each client's specific situation, customizing a personal plan that matches them with the best products to address their needs and providing ongoing monitoring and support. Lisa is a Certified Funds Specialist® (CFS®) and has completed three courses toward the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Lisa holds her FINRA Series 6 and 63 registrations with LPL Financial, as well as state Life & Health Insurance and Property & Casualty insurance licenses. She is a member of the Agency Management Resource Group (AMTC), GAMA International and the National Association of Insurance and Financial Advisors (NAIFA). Securities offered through LPL Financial, Member FINRA/SIPC. Lisa lives in Hoffman Estates, IL with her son Brett. She enjoys golf, wine and physical fitness, especially running for a cause. Lisa has completed several half marathons, the Chicago Marathon and a 3-day breast cancer walk.

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