Administrative Services Manager

Lisa is our Administrative Services Manager, boasting a remarkable track record of over two decades in proficiently managing administrative operations. With a keen eye for meticulousness, Lisa recognizes that the triumph of our team lies in the intricacies of each task. Whether it involves handling confidential documents, managing our calendar, or guiding you through your TaxDome portal, she is prepared to offer her unwavering assistance.

Lisa is also a mobile Notary Public, Loan Signing Agent, and Certified Trust Delivery Agent (for Estate Planning professionals) commissioned in the State of California. Beyond her professional endeavors, Lisa finds immense joy in cherished moments with her loved ones, nurturing her profound affinity for her two French Bulldogs, all things coffee, engaging in DIY home projects, and pursuing various crafting endeavors. Find me here on LinkedIn.