Lisa Benesh

Lisa joined Waypoint Financial Partners, LLC., formerly 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 existing business. Besides running proposals for and assisting us with our client service, Lisa also takes pride in assisting clients with their needs.

_{Lisa Benesh offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.}