Lisa Marie Johnson

Lisa, our Client Services Manager, joined Insight Financial with a rich background, including her previous experience at Morgan Stanley. A graduate of Keuka College with a bachelor's degree in organizational management, Lisa brings a diverse skill set to her role. Her varied experience across financial, real estate, and retail sectors has honed her ability to address and anticipate client needs effectively.

Lisa is dedicated to providing exceptional service and support to our clients. Her role involves ensuring that each client receives the attention and assistance they require, making her an essential part of the Insight Financial team. With her commitment to client satisfaction and her ability to navigate complex service requirements, Lisa is here to help you with any needs you may have.