Lisa M. Sandfrey
Client Services Manager
Lisa works with Sean in the Covina office. She generates all client paperwork and assists in office operations, including the facilitation of all client communications. She manages our client database and maintains records for adherence to strict compliance regulations. She has worked with Sean for more than 15 years.
Lisa attended both the University of California at Berkeley and the University of California at Los Angeles, where she earned a degree in sociology. She lives in Pasadena and is married with two amazing children.
During her spare time, she has become quite the amateur genealogist, creating a family tree with more than 3,000 ancestors.