Specialties: Lisa joined Hollencrest in 2023 and is a Client Relationship Specialist supporting several financial advisors and contributing to the firm’s various operations.
Experience: She has 13 years of experience in the financial industry as a Financial Advisor Assistant. She also owned and operated her own small business for 15 years and prior to that she spent five years in the workers’ compensation insurance industry.
Qualifications: Lisa graduated from California State University, Fullerton with a Bachelor of Arts degree in Communications.
Interests: Lisa enjoys spending time with family and friends, which most always includes a nice glass of wine. She’s a huge dog-lover. Traveling, cooking and baking are also high on her list of activities she enjoys. In her future, she sees herself spending time on the golf course, after taking some lessons, but for now, she enthusiastically follows golf as a spectator.