Lisa Main, CFP, CLU, ChFC, CAP

770-763-0678

Lisa Main joined Nease, Lagana, Eden & Culley in 1998. Her responsibilities as Senior Account Manager include oversight and coordination of all activities for individual and corporate accounts from inception to administration. She is a specialist in the preparation of technical proposals which focus on the specific objectives and individualized options for each client. She manages the risk underwriting and policy acquisition process, and develops and implements customized administrative procedures.

Lisa earned her Bachelor’s degree from Mercer University. She has also earned a number of industry designations from The American College including Chartered Life Underwriter, Chartered Financial Consultant, and Chartered Advisor in Philanthropy. She is a registered representative of M Holdings Securities, Inc.

Lisa lives in Atlanta, Ga. with her husband, Eric, her sons Jacob and Harrison and two Boston Terriers. She is an active member of St. Bede’s Episcopal Church where she serves on many committees including her role as Secretary to the Endowment Fund Committee.

Leadership:

  • Member of the Society of Financial Services Professionals Atlanta Chapter

Certifications/Licenses:

  • CFP Board Certified Financial Planner
  • Series 6 and 63 securities licenses
  • Georgia Insurance License for Life, Variable Life, and Accident & Sickness