Vice President - Wealth Management
Lisa manages wealth services for clients throughout the Orange County, California area. Lisa has over 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, she 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 aspects of investing.
Lisa received her bachelor’s degree from the University of California, San Diego and her MBA degree from United States International University. She is a member of Women in Institutional Investing and Ellevate Network, Orange County and San Diego. She also enjoys volunteering in the community and serves on the board of 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.