Lisa is devoted to working with the utmost integrity, compassion for her client's unique situation, and a sense of humor to keep it all in perspective. She has a steadfast commitment to refined customer service and “out of the box” problem-solving.  She enjoys helping people find the right solution for their specific financial situation. 

Lisa feels it is important to give back to the community she grew up in. Over the years, Lisa has been active in community groups including PV Hills Nursery School, Cornerstone Elementary School, Vistas for Children, Special Children's League, Palos Verdes High School Booster Club, Las Madrecitas, Silver Spur Little League, and Pop Warner football. 

Lisa volunteers at the Palos Verdes Peninsula Village - a non-profit organization that preserves and enhances the comfort, security, dignity, social engagement and sense of community for older adults who want to continue independent living in the Palos Verdes Peninsula area. They accomplish this through educational outreach, social events, and needed services provided by dedicated members and volunteers.  

Lisa has also volunteered on the Med/Surg floors at Torrance Memorial Hospital. Her time at the hospital was spent providing everything from warm blankets to reassuring conversations.  In addition, Lisa has participated as a panel expert on the topic of Caring for the Caregiver at Torrance Memorial's speaker series "Miracle of Living at the Beach."   In fact, it was her own experience caring for her mother that sparked her desire to focus on helping senior homeowners keep their independence, enhance their retirement plans, and live their best lives possible.  Her passion and commitment to the reverse mortgage program grew out of the positive impact she has seen the program have on the lives of her clients and their families. 

Listen to an interview with Lisa and Dr. Ira Byock, founder and chief medical officer of the Providence St. Joseph Health Institute for Human Caring in Torrance.