Lisa Martinez, Case Design Advisor

Lisa Martinez

  • Case Design Advisor

Lisa has been in the industry for over 18 years. As a Business Development Advisors she helps advisors keep up with the changing market of annuity, life and asset-based LTC products and bring a wealth of product and case design concepts. She compares the many features and parts of each available product options, rates and riders in order to determine which vehicle is the best fit for the advisors clients.

Meet the Rest of the Team

Join us to find clarity with your wealth, and confidence in your retirement.

We work with clients virtually. Availability varies by service and by applicable licensing and registration requirements. Insurance and investment advisory services are provided only where permitted.

Schedule a Call Today!
Social Media
About
About UsHow We HelpOur TeamMoney Management PlansFederal Employees Page
Media
PodcastVideosFacebookLinkedIn
Company
Contact InfoSend EmailSchedule a Call

©2026 DNA Financial & Associates

Regulatory documents:
Wealth Watch Advisors, Inc. — Form CRS (Client Relationship Summary)Wealth Watch Advisors, Inc. — Form ADV Part 2A (firm brochure)Wealth Watch Advisors, Inc. — Form ADV Part 2B (Darryl Pryor's brochure supplement)
DNA Financial & Associates provides strategic tax planning and advisory, accounting and bookkeeping, insurance, financial planning, coaching, and education services. Investment advisory services are offered separately through Wealth Watch Advisors, Inc., an SEC-registered investment adviser, by Darryl Pryor in his capacity as an Investment Adviser Representative. DNA Financial & Associates is not a registered investment adviser. Investment advisory services through Wealth Watch Advisors, Inc. require a separate written advisory agreement. Registration does not imply a particular level of skill or training. DNA Financial & Associates is a private company. It is not affiliated with, endorsed by, or acting on behalf of the United States government, the Office of Personnel Management, the Thrift Savings Plan, the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other government agency. Nothing on this site is official guidance about a government benefit; your agency's HR office and the administering agency are the authoritative sources.
Any reference on this site to guaranteed income, principal protection or similar benefits refers only to fixed insurance products, and not to securities or investment advisory products; those guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company. The information and opinions on this website and in any material requested from it are drawn from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
Wealth Watch Advisors, Inc. and any investment adviser representatives of Wealth Watch Advisors, Inc., including Darryl Pryor, may only transact business in a state if first licensed, excluded, or exempted from the applicable licensing requirements. Any subsequent communications that involve either effecting or attempting to effect transactions in securities, or rendering personalized investment advice for compensation, will not be made without complying with appropriate state registration requirements or obtaining an applicable exemption or exclusion. The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

Verify registration and disciplinary history via the SEC's Investment Adviser Public Disclosure (IAPD) database. Full designation definitions and compensation disclosures are on our Disclosures page.

Website Designed By - EvolvingSites.com
Privacy PolicyTerms of UseDisclosures
Book a CallCall Us