Estate Planning & Insurance Specialist
As the Estate Planning and Insurance Specialist, Lisa Hess is the primary liaison among the Insurance and Estate Planning Advisors, the Service Advisor, the Client Relationship Manager, and the client. Lisa brings more than 20 years of experience and expertise in Administration, Accounting, and Customer Service. Lisa’s passion for streamlining administrative processes, friendly demeanor, and pursuit of excellence, combine to form an ideal set of strengths to carry out the demanding responsibilities of her role. Lisa has a strong work ethic and takes pride in striking a healthy balance between her work and personal life priorities. When she isn’t serving at Abundance, Lisa enjoys traveling, live music, attending PSU football games, cooking, and spending time with her family and friends.
- Associates Degree in Specialized Business, Art Institute of Pittsburgh
- Notary Public