Lisa Wurfl, Certified Wealth Planning Advisor

How to take the A place to think Survey

Survey Link Coming Soon – Platform Under Redevelopment

About Lisa

Lisa Wurfl
email: LWurfl@GSGins.com
tel: 561 501-2107
web: https://gsgins.com/

Lisa has been a creative director for many large companies across different verticals, building brands from the ground up. She has led creative teams and worked directly with clients to strengthen their brands, drive revenue through marketing, and build consistency across every communication touchpoint — print, web, exhibit & display, and packaging.

For the past two years, Lisa has led brand-building at Global Specialty Group (GSG), visually shaping how the company is perceived and helping craft its core message. Over the last six months, she has expanded into working directly with GSG’s partners to manage key client relationships and guide them through onboarding, while also representing GSG’s value to both existing and prospective advisors and clients.

Building on that momentum, Lisa’s role is now evolving into client services and sales. She is shifting her focus from brand-building to the relationships that drive GSG’s growth — deepening partnerships with advisors and clients, ensuring a seamless experience from onboarding through ongoing service, and actively bringing new advisors and clients into the fold. It’s a natural extension of the brand and client work she’s already been doing, now with an even sharper focus on driving business results.