Lisa Benesh

Lisa Benesh

Office Administrator - Investment and Insurance Service

Phone: 865 588-9333
 

Lisa joined Imbrey & Associates in 2007, after having a background in banking and customer service.  Using her strong organizational skills she provides administrative support to our office and handles the processing and day-to-day client service for our investment advisory and brokerage accounts business.

Additionally, Lisa handles the processing of new life insurance business as well as any necessary changes to exisitng business.  Besides running proposals for and assisting us with our client service, Lisa also takes pride in assisting clients with their needs.

 


Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Waypoint Financial Partners ( formerly Imbrey & Associates is not owned or operated by AXA Advisors, LLC or its affiliates.