Vice President – Wealth Management
Lisa manages wealth services for clients throughout the Orange County, California, area. Lisa has more than 20 years of experience working with high-net-worth and institutional clients. In her role, she assists clients with identifying their financial goals and works directly with the firm’s Investment Committee and research team to build and manage client portfolios.
Prior to joining Reilly Financial Advisors, Lisa served as a client portfolio manager for a large investment management firm, providing clients with insights on of the firm’s investment process and portfolio strategies as well as educating and engaging clients on many aspects of investing.
Lisa received her bachelor’s degree from the University of California, San Diego, and her MBA from United States International University. She is a member of Women in Institutional Investing and Ellevate Network in both Orange County and San Diego. Lisa also enjoys volunteering in the community and serves on the board of the San Diego Center for Children and the advisory board for Barrio Logan College Institute. Lisa has earned the FINRA Series 6, 63, and 65 licenses.
In her free time, Lisa loves to travel, mentor her little sister from Big Brothers Big Sisters of America, volunteer, workout, golf, snowboard, and spend time with her family.
Why I Do What I Do:
I do what I do because I know that life comes with many hardships and challenges, especially when it comes to people’s finances. And generally, people have not discussed their finances, have no idea how much they will need to retire, and have little to no retirement savings. Therefore, my job allows me to start the conversation and get people talking. I’m able to assist, educate, and empower people with knowledge surrounding their finances. It gives me great joy to know I’m helping our clients feel secure about their finances, plan for retirement, and live a worry-free financial life.