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Lisa Troutman

Lisa Troutman

Operations Manager

Lisa joined the SHC Financial team in 2015 as the Operations Manager. She has 25 years in the financial industry. She holds series 6, 7, 63 and 66 registrations with Kestra Financial.

Lisa works closely with the advisors. Lisa assists with the processing of paperwork, financial planning as well as problem solving. Lisa also assists clients by answering questions regarding their accounts. Lisa enjoys helping them to understand account and tax statements.

Lisa lives in Lake Oswego, OR. She is a volunteer for the American Lung Association, helping with their Climb for Clean Air program. She enjoys hiking, climbing, biking, travel and just being outside.