Who We Are
Shaylee 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, Shaylee 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, Shaylee worked as a registered investment advisor compliance consultant and as general counsel for a start-up technology firm. Shaylee also spends substantial time serving on an 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. Shaylee 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, Shaylee enjoys travelling, reading, "creating" and spending time with her husband and three teenage children.
Director of Fiduciary Services
Born and raised in Maryland, Lisa 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 thee 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.
Meghan's hometown is beautiful Las Vegas, where she began her professional career as a title assistant and an account manager. After attending the University of Phoenix, Meghan relocated to Colorado with her family, and was an accounting and business process consultant for almost seven years. As a member of the Lotus team, Meghan is excited to broaden her horizons while balancing her professional career with her family life. In her spare time, you can find her doing what she loves: enjoying time with her family, singing, painting, and exploring the outdoors.
Client Care Manager
Meredith is originally from Texas and graduated from Texas A&M University-College Station with her Bachelor of Arts in Business Administration. She worked as the Director of the Lufkin Convention and Visitors Bureau before she and her husband, Michael, moved to Colorado in 1998. She and Michael have three children. Meredith loves being involved in the community. She enjoys golfing with her husband, watching her son play baseball, and supporting her daughters' dance.
Alison was born in Maine and went to college in Massachusetts. She got her Bachelor's of Arts in Early Childhood Education, and a Master's in Literacy and Language. She moved to Colorado in 2005 to be close to her family. In her free time, Alison enjoys spending time with her family and friends, three dogs, reading, and doing puzzles.