Lisa has been providing wealth management advice to a diverse base of affluent individuals and families for more than 28 years. She offers clients a wide variety of services, including personal financial planning and cash flow modeling, investment management, insurance planning, estate and gift planning, philanthropy, tax planning, risk management services, family governance and family office services.
DH Consulting, the institutional division of the team serves institutions and not for profits. Using a four step approach for organizations they ascertain and Investment policy and spending guideline, asset allocation models, manager search and selection and monitor and review. Education in this and the individual client side is key. Lisa sees foundations and edowments for the families that she serves as an extension of their families and things that are dear to them.
She joined Raymond James as a Senior Vice President of Investments in December 2011. Previously, she held senior vice president positions at Wedbush, Citi Smith Barney family office division , Morgan Stanley and Imperial Capital (formerly Dabney/Resnick Imperial). She began her career at Drexel Burnham Lambert’s capital markets group in Beverly Hills.
Lisa holds Series 63, 65 and 7 securities licenses and a Wealth Management Specialist, WMS®. She is an accredited Investment Fiduciary, AIF.
Lisa graduated from the University of California, Los Angeles with a bachelor’s degree in psychology with a business emphasis and earned her MBA from Pepperdine University. She is a professional financial planner from UCLA’s designation program. She is an Investment Wealth Institute member, formerly IMCA, and a member of the Financial Planning Association’s local and national chapters.
Lisa was an early pioneer of the open architecture, non-biased and conflict free approach to financial planning and investing. She adopts institutional principles of her DH consulting practice to the families she serves. She plays an active role in professional and community associations that spans many years. She served as the past president of the Beverly Hills Chamber of Commerce, the Beverly Hills Conference and Visitors Bureau, the past board president of the Westside Family Health Center, past board member of the Maple Counseling Center and was recognized by Rotary International as a Paul Harris Fellow. She still finds time in her busy schedule for her membership in the Beverly Hills Rotary Club and chaired the Economic Development Council of the city Beverly Hills for years.
She is a delegate, as declared by the Executive Committee of the International Women’s Leadership Association.
Lisa has received many awards which include the 2016, 2017 and 2018 Barron’s Top 100 Women Advisors, the 2015 Financial Times top 400 Advisors in the US, and 2018 Forbes Best-In-State Advisors.* Lisa has also been recognized as a Raymond James & Associates Chairman’s Council member.**
Lisa has written and lectured on many financial topics and has been interviewed by CNBC, ABC and NBC and various Los Angeles radio and television stations. She believes her strong commitment to education, experience and community involvement aids her clients in pursuing their financial goals. She recently co-authored a book to teach kids about money called Treasures in the Winter Vault which won the Mom’s choice award as part of her committement to teach kids and prepare them to be goods stewards of wealth and responsible heirs.