Lisa Pelletier

Client Service Manager

Lisa joined Peck Financial in 2012 after having spent 15 years providing underwriting support to a large MGA. Today her job duties include communicating with clients, their doctors and insurance companies to procure the best possible underwriting results. Lisa holds a 2-15 license and is well versed on life, disability and long-term insurance underwriting. Lisa is a native Floridian and strives to deliver outstanding service to meet the needs of Peck Financial clients.

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