Lisa M. Christie, CFS®

Financial Consultant

Over 36+ yrs of experience in the insurance and financial services industry, Lisa M. Christie, CFS®, brings an extraordinary blend of professional expertise, compassionate leadership, and client-first values to L&M Financial. Following in the footsteps of her father, Lisa has built her career around one core mission : helping individuals, families, and small businesses achieve long-term financial security through tailored, innovative strategies.

As a financial consultant, Lisa is known for her ability to craft personalized financial solutions that balance risk management, wealth accumulation, and future planning. Her specialties span retirement and investment planning, employee and life, disability, and long-term care insurance. Lisa’s consultative approach and depth of experience also enable her to mentor affiliated advisors, supporting their growth and enhancing their service capabilities.

Credentials & Designations

• Certified Funds Specialist® (CFS®)
• Completed coursework toward CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
• Licensed in Life & Health Insurance and Property & Casualty Insurance
• FINRA Series 6 and Series 63 registered with LPL Financial

Lisa’s independent advisory model is built on clarity, transparency, and trust. She believes that the most meaningful advisor-client relationships are formed through education, empathy, and proactive service values she has consistently upheld throughout her career.

Industry Leadership & Recognition

Lisa is not only a financial advisor, but also a recognized industry leader and trailblazer in recruitment and mentorship.

Her achievements include:

• “Recruiter of the Year” – Securian Financial Network (2004, 2005 & 2006)
• “Recruiting Specialist Award” – GAMA International (2005)
• #2 Recruiter – Prudential
• “Recruiter of the Year” – Prudential (1996)
• Breakout Speaker – LAMP Conference, GAMA (2006)
• NAPEW & Cambridge Who’s Who Nominee (2007)
• Women of the Year Award for 2025 from the Hoffman Estates Chamber of Commerce

Her leadership also extends to community and business development:

• Board of Directors, Hoffman Estates Chamber of Commerce (2017–2022)
• Vice Chairman, Hoffman Estates Chamber of Commerce (2020); Chairman (2021)
• Commissioner, Village of Hoffman Estates Sister Cities Program
• Member of AMTC, GAMA International, and NAIFA
• Hoffman Estates Chamber of Commerce – Member since 2015; Ambassador and Membership Committee member
• WEB – Women Engaged in Business
• HESN – Hoffman Estates Solutions Network
• Chair & Co-Chair of Golf Outing; Volunteer of the Year Award (2019)
• L & M Financial Services, Inc. – nominee for Small Business of the Year Award (2023 & 2024)
• Small Business of the Year nominee – Bloomingdale Chamber of Commerce (2025)
• Founding member, WBB – Women Building Business
• Member of SWAG
• Hope Giving Circle – Executive Committee, Scholarship Committee, mentor, and Educational Foundation member with Harper College (2024 to present)
• Member of NAIPC – National Aging in Place Council (2025 to present)

Empowering the Next Generation

Lisa’s commitment to mentorship and industry growth is evident in her work with advisors and her leadership in women’s professional development. As a long-time member of multiple women’s organizations, she actively supports women in leadership through connection, education, and community. She also mentors a Harper College student through the Hope Giving Circle, helping nurture the next generation of female leaders.

Life Beyond the Office

A proud resident of Hoffman Estates, Illinois, Lisa balances her dynamic career with a full and vibrant personal life. She lives with her husband, Bill, her 86-year-old mother, Irma, and their dog, Hunter. Her son, Brett, is married to Samantha, and they have a son, Cash. She also has a stepson, Chase, who lives in Georgia, and a stepdaughter, Claire, who lives in Des Plaines, Illinois.

Lisa studied Kinesiology at Northeastern Illinois University and is a certified Emergency Medical Technician (EMT). In her free time, she enjoys golfing, cooking, gardening, running for charitable causes, and exploring fine wines. Her dedication to health and purpose has led her to complete several half marathons, the Chicago Marathon, and a three-day breast cancer walk.

A Trusted Advisor You Can Count On

Whether guiding a young family through their first life insurance policy or helping a business owner secure employee benefits, Lisa approaches every client relationship with integrity, heart, and unwavering dedication. She’s not just helping people choose coverage she’s helping them build confidence in their future.

If you’re looking for a seasoned advisor who truly understands your financial goals and treats your success as her mission, Lisa M. Christie and the team at L&M Financial are here for you.