Business Management

Lisa Bennett is our firm’s Business Manager. It is her responsibility to provide excellent customer service to all of our clients. Whether you are a potential client, a new client opening an account or an existing client needing to review or update your portfolio, we will do whatever we can to help you each step of the way to make this process as easy as possible for you.

We feel communication is key in a successful working relationship. So we send each of our clients a monthly letter updating them on our thoughts on the stock and bond markets as well as how their investments have done for the month, as well as so far this year.

We strive to be good stewards of your financial assets. We will always do our best to ensure you receive all the help that you need and are happy being a client of the McBride Group.



Hetal Shah

Hetal Shah is the Administrative Assistant for The McBride Group. She is responsible for helping Lisa with all administrative duties. Hetal holds a bachelor’s degree in Accounting. She worked for 5 years as an Administrative Assistant for an insurance broker where she was responsible for managing the flexible spending plan for all the major Santa Rosa City Schools. Prior to that, she worked at a major department store as a Customer Service Associate. When she is not working, she enjoys volunteering at school, oil painting, traveling, and spending time with family and friends.

 

Alyse Jackson

Alyse Jackson, Client Services. Alyse graduated from Sonoma State University with a degree in Kinesiology. Her background in accounting and finance (AP/AR/bookkeeping) alongside her passion for guiding and assisting others to reach and meet their goals is a well match for The McBride Group and our Client Services Department.

 

 

Frank Aguilar

Frank Aguilar, Client Services. Frank graduated from San Francisco State University with a Bachelor of Fine Arts in Cinematography and Film/Video Production. Previously, Frank worked in events and hospitality, which live and breathe organization and a service-first mentality. Frank believes every client interaction is an opportunity for a positive experience.

 

 

Our Partners

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