GEN Financial Management, Inc

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GEN Financial has developed a strong professional network to assist our clients in areas such as accounting, banking, asset protection, etc. These relationships are based on providing our clients with services that are always managed in a manner that puts our client’s interests first.

Lisa is GEN Financial Management’s office manager. She is responsible for providing our clients with outstanding service and keeping our office running smoothly. She is the primary contact for financial advisor meetings, requests for money transfers, account balance inquiries and other account maintenance needs. Lisa completed her associates degree as a paralegal in 2008 and is instrumental in helping you implement your family’s estate plan.

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