Okun Financial Group, Inc.

CONNECT

Address:

1300 York Road, Suite 200
Lutherville, MD 21093

Phone:

(410) 494-6130

Fax/Other:

(410) 494-6131

Lisa L. Nelson, ACS

Lisa L. Nelson, ACS

Practice Manager

Lisa joined Okun Financial Group in September, 2011 as the Practice Manager. She serves clients at OFG with over 30 years of experience in the financial services industry.

Lisa has a Bachelor of Science degree in Business from the University of Baltimore and holds a Life and Health license. She also has a certification in Associate Customer Service through LOMA, (Life Office Management Association) which is one of the largest trade organizations in the life insurance industry.

Lisa lives in Randallstown with her husband and they have two adult children that also live in the area. In her spare time, Lisa can be found hanging out with family and friends and cheering on her favorite team, the Ravens. She enjoys traveling and dining out at favorite restaurants. She is also an avid photographer and she will never miss an opportunity to take a picture.

Lisa loves her work and meeting and assisting clients on a daily basis. Lisa looks forward to working with you!

Phone 410-494-6124
Fax 410-494-6125