Meet Our Staff
Lisa M. Allred, MBA
Paralegal
Lisa Allred’s areas of skilled proficiency are in Estate Planning, Trusts and Estate Administration. Her commitment to our clients helps them achieve the peace of mind which comes from the knowledge that their affairs are not only in order and well thought out, but that their instructions and directives are being honored.
Lisa’s proven abilities in the areas of Probate, Trust litigation support, Conservatorships and Guardianships provide our clients with the high degree of professionalism, skill, judgment, confidence and dependability they deserve and are accustomed to. Approachable and steadfast, Lisa possesses a strong work ethic: “Our clients want to make sound decisions, and need to know their privacy is being guarded. Not only am I focused on helping ensure those objectives are being achieved, but I feel a personal sense of responsibility for making certain their legacy is being protected,” she says.
Lisa holds a Masters of Business Administration with an emphasis in International Negotiations and Finance, as well as a Bachelors of Business Administration from Loyola Marymount University. She ranked among the top 10 percent in her class standing, and is a recipient of the Loyola Marymount Academic Excellence Award in Economics.
Tommy Nemat
Tommy Nemat is a graduate of the University of California at Berkeley, with a degree in Business Administration. Currently a law student at Loyola, Tommy’s area of emphasis is in business law. He serves in Wealth Strategies Counsel’s business formations department, assisting our team in vital and numerous ways. His keen attention to detail assures that our business clients’ annual filings, corporate minutes, by-laws and stock certificates are up to date, current and being filed in a timely manner. Whether it’s communicating with our various attorney services offshore, or following up with Secretary of State Offices here in the United States, Tommy’s reliability and trustworthiness serves our clients in fundamental, essential ways.
“Legal and compliance issues need frequent monitoring and reporting,” states Tommy. “As with all of our planning at Wealth Strategies Counsel, we offer our business clients a scheduled, yet customized process to ensure crucial updating and maintenance. We help our clients stay on top of change so that their decisions can be made judiciously and prudently – rather than being caught off guard and finding themselves in reactive circumstances,” he says.
Homa Hariri
Homa Hariri’s skills and talents in the area of administrative support serve the clients and staff of Wealth Strategies Counsel with the highest level of personalized attention, competence and ability. Our clients appreciate Homa’s professional attention to detail, her quick responsiveness, and enthusiastic support of their various needs. A graduate of the Norwich City College of England, Homa’s areas of responsibilities include all Administrative Assistant duties, as well as serving in her capacity of Legal Assistant in Wealth Strategies Counsel’s Estate Planning Department.
Her management and organizational skills assure our clients’ peace of mind. “I truly enjoy knowing our clients have been well represented and that they have achieved their desired results and goals,” she says. “Whether it’s ensuring our clients’ legal documents are processed in a timely manner, or making certain that our customer service standards exceed our clients’ expectations, our team is committed to serving others as we, ourselves, wish to be treated.”