Advisor Lisa Dregne, CFP®, CLTC®
Lisa Dregne founded Yorkshire Insurance Advisors, LLC since she saw a need in the industry to provide individuals, couples and small businesses with comprehensive insurance planning either directly, or preferably in collaboration with their financial advisor, CPA or attorney. Although all areas of insurance are equally important to Lisa, her passion has been working with individuals/families on their long-term care/longevity planning. She has seen the heartbreaking impact the lack of planning in this area has had on families on a multi-generational level, and wants to be a part of changing that one family at a time.
Lisa wants to ensure that all clients feel heard, valued and appreciated, and that you never feel you’re being “sold” to. Since Lisa is a CERTIFIED FINANCIAL PLANNER™ professional, she has a fiduciary responsibility to recommend what’s in your best interest, so you have the added comfort you’re working with someone that just wants to help protect you and your family first and foremost.
Lisa grew up in Waukesha, attended UW-Madison earning a bachelor’s in both Finance and Spanish, lived in both Madrid, Spain and Panama City, Panama for a year each before eventually coming back to Wisconsin and settling in Brookfield where she’s been for over 15 years. Lisa loves taking bike rides with her two children Kelsey and Brady, traveling, and spending time outside with her two dogs Buddy and Marley. Marley is the fifth Yorkshire Terrier in the Dregne family and was the inspiration for the name of the firm.