Insurance Advisor - Tulsa
Lisa Pfannenstiel works with successful individuals and families as an insurance advisor to create comprehensive personal risk management programs. Lisa is passionate about providing thorough coverage reviews, identifying possible liability exposures, and filling potential coverage gaps – often times working in partnership with other trusted advisors such as financial planners, estate planning attorneys, and family offices. She has over 25 years experience developing insurance and risk management solutions for clients with custom built homes, art, jewelry, and wine collections, luxury autos, and yachts.
Lisa joined the IMA team in 1997 where she has earned designations for Associate in Personal Insurance as well as Associate in General Insurance.