SHAUNA LYZEN
Insurance, New Business Specialist
As Insurance Specialist, Shauna serves as support to the Operations and New Business processes. She is well versed with our partner carriers and their teams so that she can advocate and facilitate new business applications for our clients, ensuring a smooth process and timely turnaround. Shauna also supports policy services and internal project management.
Shauna is a highly focused individual with over 10 years experience in financial services. She has a proven track record of delivering high-quality work with accuracy and efficiency.
SHAUNA LYZEN
Insurance,
New Business Specialist
Boston, MA
180 Canal Street
Suite 601
Boston, MA 02114
Phone: (617) 266-0019
Fax: (617) 266-0087
San Francisco, CA
120 N. El Camino Real
San Mateo, CA 94401
Phone: (650) 347-0276
Fax: (617) 266-0087
New York, NY
112 W. 34th Street
Suite 1700
New York, NY 10120
Phone: (617) 266-0019
Grand Rapids, MI
171 Monroe Avenue NW
Suite 800
Grand Rapids, MI 49503
Phone: (616) 719- 5007
Akron, OH
130 Springside Drive
Suite 103
Akron, OH 44333
Phone: (617) 266-0019
Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, T. 1.800.765.5201 Thomas Brady & Associates is a Separate Entity From Valmark Securities, Inc. Neither Thomas Brady & Associates nor Valmark Securities, Inc. provides legal or tax advice.
To the extent any material on this website (including any attachments) concerns tax matters, it is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed within.
Any publication or other material on this website is for informational purposes and does not contain or convey legal advice. The information herein should not be used or relied upon in regard to any particular facts or circumstances without first consulting a lawyer.