Lisa M. Maier
Client Services Manager
Lisa was raised in S.W Florida and lives in Summerfield, NC with her husband of over 30 years. She is the proud mother of two sons and a daughter, all of whom have diverse interests and talents, including photography, videography, classical guitar, visual arts, International Studies, Aerospace Engineering and Environmental Science.
Accounting and Finance were introduced to Lisa at a young age by her father, a retired CPA. He taught her the value of financial responsibility and the peace of mind and security that comes with good financial decisions. Lisa studied accounting at Mercer University, received a Master’s in International Administration from SIT and her Paralegal Certification from Guilford College.
Lisa joined Orion Financial in January 2017 as Client Services Manager for John Halley, located in Greensboro, NC. She enjoys interacting directly with clients, helping them with their individual requests, and managing the logistics of the office.
When not at work, Lisa’s passions include traveling with her husband, spending time with her children, visiting with friends, working on home projects, and sitting in her backyard reading a good book.