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Management Team

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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