ABOUT US

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LISA GATES

Lisa Gates has 20+ years of Executive C-Suite support, that prepared her for managing employee relations, communications and marketing efforts on a global platform. She has personally owned and managed two LLCs. She holds a BA in Business Management with a Leadership emphasis from John F. Kennedy University. In short, she connects, coordinates and communicates. She works well under pressure and in a fast-paced environment.
Lisa Gates, Owner

JACKIE MERCIER

A demonstrated history of leadership in non-profit, financial and marketing fields. Skilled in Leadership, Non-Profit, Recruitment, Tradeshow, Event Coordinating, Life Insurance, Financial Planning, Sales, Operating Budgets, Facility Management, Marketing, and Mortgage Product Knowledge.

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Customer Appreciation

A Custom Concierge Package can help elevate your organizations’ brand, improve employee involvement and enhance the value of your product or service to your customers.

Your Valued Executives

Let us enhance your employee benefit package to support the work-life balance for your C-suite Executives.

CLIENTS WE ARE PROUD TO WORK WITH

LET US HELP YOU TAKE THE STRESS OUT OF PLANNING

Emerald level


EMERALD LEVEL

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Ruby level


RUBY LEVEL

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Diamond level


DIAMOND LEVEL

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