Team Member

Lisa Weegar

Asst. Director - Advisor Onboarding & Client Services

Bio coming soon.

Services Offered

Insurance

  • Medicare Supps
  • Life Insurance
  • Disability
  • Long Term Care

Investing

  • Brokerage and Trading
  • Managed Accounts

Retirement

  • Roth IRA
  • Traditional IRA
  • Rollover IRA

College Planning

  • College Planning 529
  • College Savings Plan
  • Educational Savings Account

Small Business

  • 401(K)
  • Sep IRA
  • Simple IRA
  • Defined Benefit Plan
  • Business Investor Account
  • Buy/Sell Agreements

Annuities

  • Private Placement Variable
  • Fixed Index
  • Single Premium
  • Deferred Income
  • Fixed Deferred

Stocks

  • ETFs
  • Options
  • Mutual funds
  • Bonds, CDs & Fixed Income
  • International Stocks
  • Annuities
  • Insurance
  • Money Market Funds
  • Margin Loans
  • Cash Solutions

Trust and Estate

  • Trust Account
  • Estate Account