
As the Principal of Insurance Advisors, I bring over 16 years of experience helping individuals, families, and businesses protect what matters most and plan confidently for the future.
My primary focus is helping clients put all the pieces of the retirement puzzle together. From 401(k) rollovers and retirement income strategies to health insurance and Medicare, I help make sense of how it all works together. I also specialize in commercial business insurance, helping business owners protect what they’ve worked hard to build.
I believe insurance and financial planning should be straightforward, personal, and built around relationships—not pressure or confusion.
Outside the office, I love traveling internationally and spending time with my Goldendoodle, Johnny Cash. If you stop by our office, there’s a good chance you’ll meet Cash wandering the halls looking for someone to give him a few pets!
I joined the team in 2024 after graduating from Georgia Northwestern. I transitioned from an insurance verifier at a local doctor’s office to pursue a successful career in insurance sales and enjoy building relationships with my clients. My expertise includes life insurance, personal umbrella policies, individual policies, and Medicare coverage. When I’m not at work, I love to spend time with my family and two kids, and have a passion for running and cooking.
Allie Durham
Licensed Life & Health Advisor
I have a Bachelor’s of Applied Technology from Kennesaw State University. Currently working as a Licensed Health and Medicare Advisor; my experience brings a strong background in communication, business, and customer service. I love working with new clients! Outside of work, I enjoy spending time with family, staying involved in competitive cheer, and exploring my creative side through fashion and design.
Lisa Lee
Office Manager
I have worked in Customer Service for over 30 years, and have a passion for helping people. In my spare time, I love spending time with my family and traveling to Florida as often as possible for some beach time.
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