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Lisa is currently associated with Retirement Benefits Group as a non-registered consultant. As a trusted professional resource, Lisa continues to provide business insight and perspective to the firm and its principals.
Lisa has been a member of the San Diego insurance and financial services community for more than 20 years. Having started her career with a large insurance company, she later joined a major benefits consulting firm with Darrell Alford where she was the lead service manager for their institutional accounts for eight years.
In 2004, Lisa and Darrell created their own independent pension consulting boutique called Alford-Jungers Financial and Insurance Services (AJF) and worked with many of Southern California’s largest corporations. Lisa and Darrell successfully grew AJF for over six years before they decided to merge their high profile pension consulting boutique with two other prominent west coast pension firms to create Retirement Benefits Group which is now one of the country’s premier retirement plan consulting firms.
Lisa was recognized as one of the top 100 retirement plan advisers by PLANADVISER magazine from 2007 to 2011.*
Lisa received a BS degree in Public Administration and a minor in Economics from San Diego State University and has done post-graduate studies achieving the PLANSPONSOR Retirement Professional (PRP), and the Financial Service Standards Professional Plan Consultant (PPC) designations.
As a native San Diegan, Lisa enjoys all that the area offers in outdoor physical activities and lives with her daughter in La Mesa.
*Based on nominations from industry peers and quantitative factors, including numbers of plans and dollar value of plan assets under advisement.