Lisa's primary and most visible role is to direct the day-to-day business operations of the Firm and our affiliate Kendrick & Co. (transitional care consulting). As such, she serves our business and its clients in a direct and meaningful way. She also serves, informally, as the firm's CXO (chief experience officer) to ensure that our clients receive the best possible client experience with the Firm. Her focus is on initial contact with future clients wanting to attend our seminars and schedule initial consultations, as well as those having questions about our process. Our warm and professional office environment is a direct reflection of her personal commitment to making all of our guests feel special and unique.