Lisa Main joined Nease, Lagana, Eden & Culley in 1998 as the Account Manager supporting John Lagana. Her responsibilities in this role include oversight and coordination of all activities for Mr. Lagana’s 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.
Additionally, Lisa serves in the role of Operations Manager. Her role in running the office is to enable NLEC’s Advisors to assist clients and to ensure the staff has everything necessary to do their best work. The overall goal is to keep the office running smoothly – and ensure that NLEC provides our clients with stellar service.
Lisa earned her Bachelor’s degree in Organizational Leadership 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 is an active member of St. Bede’s Episcopal Church where she serves on the vestry and as secretary to the endowment fund committee.
- Member of the Society of Financial Services Professionals Atlanta Chapter
- Member of the Georgia Planned Giving Council
- CFP Board Certified Financial Planner
- Series 6 and 63 securities licenses
- Georgia Insurance License for Life, Variable Life, and Accident & Sickness