Lisa Jones
About Lisa Jones
Lisa Jones is a Financial Representative at Modern Woodmen of America in Flora, Illinois, where she has worked since 2021. She specializes in personalized financial planning and actively participates in community volunteer activities.
Work at Modern Woodmen of America
Lisa Jones has been employed as a Financial Representative at Modern Woodmen of America since 2021. In this role, she operates from Flora, Illinois, providing financial planning services to clients. Her responsibilities include reviewing and adjusting financial plans to ensure they remain relevant to clients' changing financial situations. She employs a personalized approach to financial planning, which allows her to tailor strategies that align with the unique needs and goals of her clients in Flora and the surrounding areas.
Education and Expertise
Lisa Jones has a diverse educational background. She studied at Lincoln Christian University from 1995 to 1998, where she focused on Mental Health Counseling. Later, she attended Olney Central College from 2012 to 2014, achieving a certification as a Medical Insurance Coding Specialist/Coder. This combination of education equips her with a broad understanding of both financial and health-related aspects, enhancing her ability to serve clients effectively.
Community Engagement
As part of her role at Modern Woodmen of America, Lisa Jones actively participates in community volunteer activities. These initiatives are part of the fraternal benefits offered by the organization, reflecting her commitment to giving back to the community. Her involvement in local volunteer efforts demonstrates a dedication to enhancing the well-being of those in her area.
Client Support and Financial Planning
In her capacity as a Financial Representative, Lisa Jones provides ongoing support to her clients by regularly reviewing and adjusting their financial plans. This process ensures that the financial strategies remain aligned with the clients' evolving financial situations. Her focus on personalized financial planning allows her to meet the specific needs and goals of each client, fostering long-term relationships built on trust and understanding.