Sr. Operations Manager and LPL Registered Administrative Associate
Lisa is The Wealth Consulting Group’s Sr. Operations Manager. Lisa joined the firm in 2009. She oversees the day-to-day operations, implements compliance standards, organizes offices, and is in charge of new office onboarding. She holds the FINRA Series 7 securities registration through LPL Financial and the Series 66 registration through LPL Financial and WCG Wealth Advisors, LLC.
Lisa’s personal interests include camping, hiking, traveling, and spending time with her family. In her free time, Lisa volunteers for the San Diego Humane Society. She is a participant in the Walk for Animals which helps homeless animals and gives them a second chance.