Lotus Team

Shaylee Holland, President, is a licensed attorney who received her law degree from Pepperdine University School of Law, and her Bachelor of Science degree in Finance and Accounting from Northern Arizona University.

Since 1997, Ms. Holland has practiced law in both California and Colorado. Her practice areas include real estate litigation, commercial and residential landlord/tenant transactions, corporate formation, Federal and State securities regulation, investment adviser compliance and general contracts. She also has extensive experience in helping manage her family’s commercial and residential real estate holdings.

Prior to joining Lotus Fiduciary Group, Ms. Holland worked as a registered investment advisor compliance consultant and as general counsel for a start-up technology firm. Ms. Holland also spends substantial time serving on and advising both for-profit and not-for-profit organizations, including a large regional Registered Investment Advisor firm, a Douglas County charter school and a Denver contemporary dance company. Ms. Holland has a passion for serving others because it is what her immigrant family did as they elevated themselves out of hardship. In her spare time, Ms. Holland enjoys travelling, reading, “creating” and spending time with her husband and three teenaged children.

Shaylee Holland’s Resume

Lisa Dunn is the Assistant Manager of Fiduciary Services at Lotus. Born and raised in Maryland, she received her bachelor’s degree in Accounting at the University of Maryland. She worked as a tax associate in public accounting and as an accountant for a small business before moving to Colorado. Lisa earned her NCG (National Certified Guardian) certification and stays up to date on Colorado law and trends by attending the CBA/CLE Elder Law Section meetings and county Adult Protective Team meetings.  In her free time, Lisa enjoys hiking, traveling, going to art museums, and playing ultimate frisbee with her friends.

Shirley Pasco is a Fiduciary Account Manager at Lotus. She was born and raised in Colorado, but received her bachelor’s degree in Accounting & Finance from the University of Tennessee.  Hiking, reading and hanging out with her family and friends are a few activities that she enjoys in her free time.

Whitney Testa is the Executive Assistant and Office Manager at Lotus. She was born and raised in Denver, Colorado and obtained her bachelor’s degree in Music Performance from the University of Denver. For the past four years, Whitney has worked as an Executive Assistant to high level executives at prominent local nonprofit organizations. Whitney enjoys playing the piano, cooking, and attending concerts in her free time.