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.