Lisa Heinrich

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Lisa Heinrich has been a member of Savage & Associates,
Inc. since 1980. She specializes in the corporate group benefit area designing plans for business owners on a personal and business level including life, health, disability, and business succession planning. She also enjoys working with individuals on their financial
strategies, life, and long-term care insurance needs.

Experience

Lisa is a member of the Toledo and the National chapters of the Association of Insurance and Financial Advisors. She is also a Qualifying Member of the Million Dollar Round Table, an exclusive international membership representing the top one percent of financial professionals from 67
countries. Lisa was also awarded Savage & Associates’ Quantum Leap Award and was presented with an original piece of glasswork for her achievements in 2001.

Education

Lisa attended The University of Toledo while working full-time as John Savage’s assistant until 1993. At that time, she began her own marketing career using the knowledge and teachings she gained from John as well as her strong administrative background and keen attention to detail to
gain loyalty and referrals from her clients.

Personal

Lisa and her husband, John, live in Holland, Ohio. They have two sons. Lisa is an avid golfer and has served on various committees on her women’s golf league. She also is a certified scuba diver and enjoys traveling and diving with her family. She supports many local and international charities such as the United Way of Greater Ohio, the Toledo Humane Society, and Feed the Children. She also participated in the Maumee Valley Habitat for Humanity—Women Build 2002 project where local volunteers, made up entirely of women, constructed a house.