Lisa Kokotailo

Senior Advisor, Private Client Solutions

Lisa specializes in guiding highly successful individuals and families on how best to protect their assets and lifestyle which they have worked hard to attain. Lisa has spent the last 35 years developing her skills by being a Personal Lines Underwriter for Insurance companies as well as wearing many different hats while working for a handful of Independent Insurance Brokerages. During these years she has built valuable relationships with Insurers and Claims Adjusters, providing her the opportunity to be a strong advocate for her clients when needed. Lisa has attended Chubb’s PRS Advanced Producer School in New Jersey and was also nominated and selected to attend AIG’s PCG-U in Montreal.

Lisa loves to work with individuals and families; she is very much a people person which is why she is dedicated to being a Personal Risk Specialist. Lisa is very responsive to her clients’ expressed needs. Her clients on many occasions have attested that she is known for going the extra mile for them.

Outside of work Lisa enjoys entertaining and spending time with her family and friends. She loves getting away from the city camping in the mountains and traveling to her home away from home in Bucerias Mexico.