Our Team

Lisa M. Christie, CFS®

Financial Consultant | Co-Founder, L&M Financial
(847) 519-1154

With over 36+ years of experience in insurance and financial services, Lisa leads L&M Financial with a passion for strategic planning and client-focused solutions. A Certified Funds Specialist® with extensive credentials, Lisa specializes in retirement planning, life insurance, employee benefits, and long-term care. Her leadership is rooted in personalized service, community engagement, and a deep commitment to client success. read more

Mary Small

Financial Consultant | Co-Founder, L&M Financial
(847) 519-1154

Mary brings over 35+ years of experience helping individuals and families navigate their insurance needs with clarity and care. A licensed Life & Health Insurance advisor and an active member of the National Aging in Place Council, she focuses on life, health, disability, and long-term care solutions. Known for her empathetic approach and educational mindset, Mary is dedicated to building lasting client relationships through trust and understanding. read more

Maria Mercola

Office Manager, L&M Financial

Maria is a multifaceted professional with over a decade of experience in business ownership, education, and community engagement. She ran a successful massage studio for seven years, earning Small Business of the Year nominations. Currently the Office Manager at L&M Financial since 2023, she holds master's degrees from Keller and DePaul University. Maria enjoys crafting, reading, golfing, and family time with her husband Jim and two daughters.

Eva Terpinas

Executive Assistant, L&M Financial

Eva is a dedicated Customer Service professional and Sales Assistant with a career spanning from 1981 in the Fine Paper and Printing industry until her semi-retirement in 2023. She currently serves as an Executive Assistant at L & M Financial since August 2025, where she supports clients and employers. Eva is semi-retired, enjoys library classes, the gym, and time with her husband and twin granddaughters.

Lynette Mueller

Social Media, L&M Financial