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