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


Business to Business sales since 2017


B.A. in Political Science, University of AZ


Luca, English bull terrier, and Murphy, Shaffordshire bull terrier


Tucson, AZ

What will your experience be?

Personnel, Professional, Passionate Financial Life Planning.

Larry Lof

President, Founder
Wealth Strategist
Financial Life Planner

Read more about Larry Lof

Sue Lubbers

Executive Service Administrator

Read more about Sue Lubbers


Tom Forsythe

Registered Representative
Business Consultant
Long Term Care Specialist

Read more about Tom Forsythe

Lisa Thurman

Client Services Manager

Read more about Lisa Thurman

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