The Financial Milestones Most People Never See Coming
Written by: Damian Winther, CFP® CSRIC®
When most people think about financial planning, they think about retirement.
Read MoreLorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
This custom module is a full width image & text section. It allows you to choose if you'd like the image to be displayed on the left side or right side of the screen!
"Ask questions, stay curious, and be willing to learn from those around you. Some of the most valuable opportunities come from a willingness to listen, learn, and help solve problems."
As Head of Operations, Lisa Sheehy brings a thoughtful, collaborative approach to strengthening Birchwood's operations, finding practical solutions, and helping the team deliver an exceptional client experience.
Lisa Sheehy's career in financial services began as a teenager working as an advisor assistant. What started as a summer job developed into a career shaped by opportunities to learn, grow, and work alongside inspiring mentors.
As Birchwood's Head of Operations, Lisa brings a collaborative, results-driven approach to helping the firm operate efficiently and effectively. She enjoys understanding how people, processes, and technology work together and identifying practical ways to improve workflows, strengthen communication, and support the firm's long-term goals.
Lisa believes that thoughtful operations play an important role in creating a positive client experience. By providing employees with clear processes, effective technology, and the resources they need, she helps create an environment where teams can focus on what they do best: serving clients and building meaningful relationships.
Outside of work, Lisa enjoys spending time with her family, cheering on her kids at sporting events, and walking their two golden retrievers. She loves heading up north to spend time at the lake, hiking along Minnesota's North Shore, and enjoying the outdoors throughout the seasons. Lisa also values giving back to her community through local schools, churches, and food shelves.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Birchwood Financial Partners, Inc., an SEC Registered Investment Advisor. Birchwood Financial Partners, Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency, and is not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of AZ, CA, FL, IA, IL, MN, NC, NY, TX, WI or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners, Inc. All links have been provided only as a convenience.
© 2026 Birchwood Financial Partners. All Rights Reserved.