Sr Client Liaison
Lisa Davis is a dynamic and motivated Account Executive with a passion for building relationships with her clients. Lisa holds a Speech Communications Bachelor’s degree from Frostburg State University. Lisa’s previous experience includes Client relationship management at Dell Inc. She brings that corporate experience to her daily process when managing the client relationship. Lisa leads the entire client relationship using her back-office support for the filing process, designing educational tools and coaching her clients to completion. Lisa holds a General Lines Agent certification with the State of Texas and has worked in the Health Industry for the last 8 years in both a business analyst and consulting capacity. With this expertise, Lisa can provide sound ACA and business advice while always keeping the best interest of the client in the forefront.
