Lisa M. Zak

Account Support

Professional Background

Lisa has been in the financial services industry since 1986.  She spent the first 21 years of her career in the banking industry.  In 2007, Lisa was recruited to join our team, initially working as a Financial Representative.  More recently, Lisa has taken on the role of Sales Support.  We feel her attention to detail makes her the perfect fit.

Educational Background:

University of Arizona – Tucson; Bachelor of Science in Marketing

Series 6 – Investment Company Products/Variable Contracts Registration

Series 63 – Uniform Securities Agent State Law Registration

Series 65 – Uniform Investment Advisor Law Registration

Series 7 – General Securities Representative Registration

Life & Health Licenses

Registration History:

2001-Present; Principal Securities (Lisa's CRD #4338532)

Originally from Nebraska, Lisa’s Midwestern roots provided her with the values that she stands behind--hard work, honesty, and integrity.

Lisa is a graduate of the University of Arizona, with a Bachelor of Science degree in Marketing. Lisa lives with her husband, who is a golf professional; her son; and her daughter.

Find Lisa on social media!        

Phone 520.544.7919 ext. 124
Fax 866.309.9457