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Lisa Allred

Director of Operations

Preserving Wealth through Asset Protection.

Lisa Allred’s areas of skilled proficiency are in Asset Protection, Estate Planning, Trusts and Estate Administration. Her commitment to our clients helps them achieve the peace of mind which comes from the knowledge that their affairs are not only in order and well thought out, but that their instructions and directives are being honored. Lisa’s proven abilities in the areas of Probate, Trust litigation support, Conservatorships and Guardianships provide our clients with the high degree of professionalism, skill, judgment, confidence and dependability they deserve and are accustomed to. Approachable and steadfast, Lisa possesses a strong work ethic:

“Our clients want to make sound decisions, and need to know their privacy is being guarded. Not only am I focused on helping ensure those objectives are being achieved, but I feel a personal sense of responsibility for making certain their legacy is being protected,” she says.

Lisa holds a Masters of Business Administration, as well as a Bachelors of Business Administration from Loyola Marymount University. She ranked among the top 10 percent in her class standing, and is a recipient of the Loyola Marymount Academic Excellence Award in Economics.


Meet Lisa Allred

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