Trish provides direct support in coordinating services for individual clients. She also provides administrative support to all members of the firm. She is licensed in life, health, property and casualty. Trish has worked with General Partner Jerry Grossman for the past 18 years and General Partner Michael Webb for the past 10 years. Trish is divorced and has a 21 year old son.
Lisa is our Business Operations Manager. She handles our day to day operations as well as HR/Accounting functions, Social Media and advertising. She has been with us 6 years coming from 22 years at Verizon communications as a Financial Analyst. Lisa has a Business Degree from University of Missouri-St. Louis with and emphasis in Human Resources. She lives in St. Charles with her husband and two children.