Fast Facts with Lisa
Lisa Bamburg is a founder and co-owner of Insurance Advantage and LMA Financial Services. She has a degree in finance from the University of Arkansas at Little Rock and is a Registered Investment Advisor and licensed insurance agent. Lisa is passionate about coaching clients to win in retirement.
Around the office, she’s the Ethel and Mary Alice is Lucy. Sometimes she has to rein “Lucy” in, but the duo teams up to provide great services and products to clients.
Read on to learn more about Lisa and the things she is passionate about beyond numbers.
Staff Retreat 2017
Last week, our staff and their spouses skipped down to Highway 30A in Santa Rosa Beach, Fla. for a rest, relaxation, fun and food. Lots of delicious food!
Fast Facts with Dylan
Dylan Howell is a licensed insurance agent and Investment Advisor Representative. He zipped through college at Henderson State University in three and a half years – majoring in finance with a minor in math and played baseball for the Reddies.
Dylan recently passed the Series 65 examination, which licensed him as an investment professional. He has the ultimate goal of becoming a Certified Financial Planner® (CFP). A CFP meets the most rigorous professional standards including an exam, experience, education and ethics.
Working for you, not an insurance company!