Management Team

What started out as two friends with an idea, became a business, and has continued to evolve into our corporation.
We are so grateful that we can help serve people with their financial needs. Thank you to all who have made this possible; family, friends, and our clients.

Lisa M. Christie, CFS®, Partner

847-519-1154 / Click To Message Lisa

Lisa has spent more than 23 years in insurance and financial services, focused on customizing financial plans and insurance programs to meet specific client needs.

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Mary Small, Partner

847-519-1154 / Click To Message Mary

Over 30 years of qualified experience working with individuals helping them understand their financial needs. Protection planning with Life, Disability, Long Term Care, and Health insurance. A graduate of DePaul University, Mary obtained her Bachelor of Science degree in Communication and Media Studies. She holds her state Life & Health Insurance license.

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