Lisa Sheehy

Head of Operations

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"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.

About Lisa

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.

 

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