The Madison Group

5299 DTC Boulevard, Suite 1100,
Greenwood Village, Colorado 80111
Phone: 303-694-2280
Toll free: 888-733-1333
Fax: 303-694-2287

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Lisa M. Davis, CFP®, ChFC®, CLU®
Advisor

Phone: (720) 529-6040
Email: ldavis@themadisongroup.com

Since graduating from college, my entire career has been focused on sophisticated applications of life insurance for estate planning, business succession planning, and supplemental retirement income needs. I've held a variety of positions within the industry including client service, financial underwriting, medical underwriting, and advanced case design, which have allowed me to learn the business from the ground up and now provide those insights to our clients.

In 2001 I graduated from Texas State University with a Bachelor of Business Administration, majoring in Management. My dedication to continued professional development is evidenced by the following industry licenses and designations: Colorado state life and health insurance license, FINRA securities licenses (Series 7 and Series 63), Chartered Financial Consultant® (ChFC®), CERTIFIED FINANCIAL PLANNER™ (CFP®), and Chartered Life Underwriter® (CLU®). In addition, I am currently a member of the following professional organizations: Denver Estate Planning Council, Rocky Mountain Estate Planning Council, Women’s Estate Planning Council, Society of Financial Service Professionals, Financial Planning Association, AALU (Leadership for Advanced Life Underwriting), and the Legacy Planning Advisory Council for the Children's Hospital Colorado Foundation.

 

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