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Financial and Insurance Counseling

Your life, your dreams, your choice. 

Learning how to make your money work the best for you is not as difficult as you may think.

Working within the principles of building the right plan for you and your goals, LisaMarie will help you to  customize your financial portfolio based on where you are now, and where you would like to be tomorrow, and throughout your lifetime.

LisaMarie knows the importance of building the best financial foundation for your life.  She will guide you and be there for you throughout your business relationship with her.  She monitors your plan/s and changes in your lifestyle and goals; always working to help you live the most comfortable life possible.

LisaMarie is a New York State licensed Life, Accident and Health Agent. 

LisaMarie’s Business Bio:  Insurance and Health Care  

I started my career in my late teens while attending college.  While in school full time, I worked part time for an Albany based insurance agency. At that time I became a NYS Licensed Property and Casualty Agent.   After college graduation I worked full time in the insurance field for years in varying capacities.  My early years included agency customer service and sales, focusing on personal property/casualty & and small businesses.  Moving out of the agency side, I worked as a personal lines underwriter and personal lines claims examiner for a prominent national insurance company.  Rounding out my experience, I took a seat as a group health account manager servicing large international accounts with a national not-for-profit health plan.

As managed healthcare became more prevalent, I became a managed health care professional working with insurance company personnel, third-party administrators and employers; helping them to provide the best medical care options to their insured’s and employees.  I sat in sales management and operational director seats, running and overseeing a NYS regulated PPO program, and Directing a team of 90 + employees to provide care in these capacities; independent medical examinations, employer pharmacy benefits, durable medical equipment, nurse case management, vocational rehabilitation, claims, bill review and triage for multiple states.

Along the way I earned a bachelor of science in Human Resource Management, attended law school, and earned a variety of business certifications.  My passionate, healing side encouraged me to formally educate myself in natural holistic healing as a balance to my group health and workers compensation education and experience. I studied and trained with a Reiki Master, and became a Reiki Master & Teacher.  I returned to school and earned certification in Health Counseling and Nutrition Coaching, and earned a certification as an American Association of Drugless Practitioners.  For fun, I trained and became a certified Aroma Therapist.

In 2012 I opened Inspiring Wellness Solutions, LLC, (IWS) a Family Wellness Center serving adults, teenagers and children to receive the care they need to live healthy, happy, quality-filled lives.  Disease prevention & reversal, mental, emotional, physical and spiritual wellness are realized through a range of services provided at this center.

While working with my clients, fellow wellness practitioners, and colleagues it became very clear that many people are struggling financially.  I myself struggled financially and know first hand how challenging it is, particularly in the economy we currently live in.  My passion to help others become whole in all areas of their life drove me to return to school and become a NYS licensed Life, Accident and Health Agent.  In addition to this schooling, I study under an expert in financial services, attend specialized product trainings and review case portfolios to assure my knowledge is top notch and relevant. In the near future, I will carry the Securities Series 7 license, as well.

Returning to my insurance roots and marrying my passions of sustainable health and financial security, I now offer Financial Wellness under the Inspiring Wellness Solutions umbrella of wellness services.

Indicative of all my wellness offerings, my financial services clients receive a bio-individual approach to their financial life; based on where they are now, their lifestyle, their dreams and their future goals.   Often clients have their money in a variety of investment accounts, but the money is not working for them as well as it could.  In a relaxed setting and over several meetings with you, I will review your current financial state to ascertain if your money is doing all it could for you, and/or provide you with tools and options that may be a better fit for your lifestyle and long term goals.

Financial consultations are provided without charge, and without obligation.  Guaranteed.

Your wellness is paramount to me, and I look forward to assisting you in any and all ways I can.

Business Credentials:

NYS Licensed Agent: Life, Accident & Health

Bachelor of Science (BS)

Reiki Research Professional:  Center for Reiki Research; Harvard University

Health Credentials:

Certified Holistic Health Counselor  (CHHC)

International Health Coach  (INHC)

Certified Reiki Master & Teacher  (USUI)

Certified Aroma Therapist

Member of: 

Association of American Drugless Practitioners

International Association for Health Coaches


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