LPL Registered Sales Assistant
(972) 348-2033 Office
(972) 348-2516 Fax
With over 25 years in the financial industry, Lisa’s experiences include Operations, Trading and Client Customer Service; the latter of which is truly her passion. Lisa makes a point to treat all of her clients like family, and she graciously goes above and beyond when handling client requests. Solving problems in a quick and efficient manner is the part of her job that Lisa
takes the most pride in and she loves interacting with clients on a daily basis. Lisa has been with Texans Financial since 2013 and is a Registered Assistant to Danny McFadden. Lisa has earned her Series 63 and 7, held with LPL Financial, as well as her General Life and Health insurance licenses.
Outside of business, Lisa enjoys gardening, cooking, and volunteering with the Special Needs Ministry at her local church. Lisa currently lives in Coppell, TX with Kim, her loving husband of 29 years and believes raising their three lovely daughters is her greatest accomplishment.