Lisa ShinhiraDirector of Operations

She is meticulous in ensuring all clients’ needs are met, providing an extraordinarily high level of service. Caring and thoughtful, Lisa finds joy in helping clients toward achieving their personal and financial goals.

Lisa has been working in the financial services industry since 2007. She holds her series 7 and 66 registrations and as well as her life insurance license. Lisa handles all Operations, as well as Client Servicing, for our practice with precision and attentiveness.

In her spare time, Lisa enjoys spending time with her family, whether in the mountains or exploring a new city. Her absolute favorite place to be is napping on the beach!