We have specialized knowledge on federal employee benefits!

Lisa Moore

I'm Lisa Moore, a retirement specialist with a deep-rooted passion for helping others secure their financial futures. Growing up in Simpson County, MS, I pursued my bachelor's degree in sales and marketing, eventually transitioning from a career as a full-charge bookkeeper to pursue my true calling of assisting individuals in navigating their financial journeys.

Witnessing my mother's struggles during the 2008 market crash profoundly impacted me. I realized the importance of proactive financial planning and vowed to empower others to avoid similar hardships. With over two decades of experience in insurance sales, I've dedicated myself to guiding clients toward a more secure retirement.

What sets me apart is my unwavering commitment to my clients' well-being. I strive to go above and beyond, ensuring no one is left behind. Whether it's assisting with Medicaid applications or educating on Medicare options, I'm always available to provide guidance and support.

Throughout my career, I've had the privilege of working with diverse groups, including schoolteachers, business professionals, and federal employees. In 2016, I transitioned to the federal sector, where I continue to educate employees on retirement planning essentials.

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