Lisa Pinkham

Office Manager

I have been working with Ken with his clients for 31 years, assisting him in finding solutions for his clients needs as well as managing the office. It has also been my pleasure to be able to see the results of these plans for our clients over the years. It is very satisfying. Much of our current time is spent with preretirees and retirees making sure that their needs are being met, i.e. reviewing current plans, current accounts and plans in place both now and in future.

Began working with Ken in 1988. Prior to that I worked in the accounting field in both public accounting and private accounting in various companies. Former treasurer of a small/medium size savings & loan as well as controller of a small manufacturing company for several years.

CPA since 1979.
Registered Staff with Securian Financial Services Inc. Insurance licensed in Illinois.
1 son and 2 daughters as well as 3 grandchildren all living in Chicago area.
Reside in Springfield with Ken.
Enjoy family, working outdoors and traveling.

Professional

  • Years of Experience
  • Education
  • Designations
  • FINRA Series (6, 7, 24, 63, 65, 66)
  • Insurance Licenses
  • Registered Representative, SFS
  • Investment Advisor Representative, SFS

Leadership & Civic

  • Organizations (member, board member, chair)
  • Professional Groups (MDRT, NAIFA, FPA, GAMA)
  • Community Involvement

Personal

  • Residence
  • Family
  • Interests