Client Services Manager
Favorites & Hobbies
Food – Mexican food, Pizza
Vacations – Puerto Vallarto, Mexico, Kona, HI, but Costa Rica and Alaska are on my short list
Music – Country and almost anything from the 90s
Season: Fall
TV – HGTV, Stranger Things, and Vikings
Hiking, 4-wheeling, playing with dogs, and anything outdoors
Lisa Thurman
Experience
Business to Business sales since 2017
Education
B.A. in Political Science, University of AZ
Family
Luca, English bull terrier, and Murphy, Shaffordshire bull terrier
Hometown
Tucson, AZ
What will your experience be?
Personnel, Professional, Passionate Financial Life Planning.
Larry Lof
President, Founder
CFP® (CERTIFIED FINANCIAL PLANNER™)
Wealth Strategist
Financial Life Planner
Stephanie Mayoral
CRPC® (Chartered Retirement Planning Counselor)
Financial Life Planner
Tom Forsythe
Registered Representative
Business Consultant
Long Term Care Specialist
