Lisa Valentine, Founder and CEO
Lisa Valentine has worked in the Financial Services Industry since 1999 and has been a strategic consultant since 2012.
Lisa specializes in assisting firms with their Orion Advisor Tech, from conversion and implementation, to data analysis and best practices. Lisa is also available for singular, Orion-related projects.
She began her career as a Margin Specialist with J.C. Bradford & Co., a Nashville, TN based brokerage firm, and went on to join a Registered Investment Advisor, where she stayed for 8 years and held the position of Portfolio Operations Manager.
Lisa holds a B.S. Degree (magna cum laude) from Middle Tennessee State University.
Candy Chrisman, President
Candy has worked in the Financial Services Industry since 1987 and has been a strategic consultant with LVc Consulting since 2021.
Candy assists firms with their Orion Advisor Tech conversions, Redtail set up, Compliance tools, Ongoing Maintenance, Billing, and Reporting. She also trains firm personnel with an emphasis on best practices and improving efficiency.
Candy began her career in banking and most recently held the title of Head of Operations and CCO at an RIA in Memphis, TN where she stayed for 22 years.
Brian Nelson, Director of Eclipse Consulting
Brian Nelson began his career in public service after earning a Finance degree from Wichita State University in 2005, fulfilling a childhood dream by serving as a patrol officer with the Wichita Police Department. In 2007, he transitioned into the financial services industry, joining his father at LPL Financial. Together, they built a successful, family-run Registered Investment Advisor (RIA) practice, which Brian helped grow and manage for a decade.
In 2018, as his father prepared for retirement, Brian embraced a new challenge in financial technology. He joined Orion Advisor Solutions, where he spent six years in leadership roles across trading services, onboarding, and product management. Brian became a recognized expert in Orion’s Eclipse trading platform, helping advisors streamline operations and enhance client service.
In 2024, Brian continued his fintech journey at LPL Financial’s corporate office as an Advisor Technology Consultant, expanding his expertise across platforms and deepening his understanding of advisor workflows and technology integration.
In August 2025, Brian made the decision to leave the corporate world and return to a more entrepreneurial path. He joined LVc Consulting as Director of Eclipse Consulting, bringing with him 18 years of RIA industry experience, deep financial technology knowledge, and unmatched expertise in Eclipse.
Orion Advisor Tech Consultants
At LVc Consulting, our team of consultants brings decades of experience in delivering tailored Orion Advisor Tech solutions. Our experts have a deep understanding of the complexities and nuances of the financial services industry, and they leverage their extensive knowledge to help Registered Investment Advisors (RIAs) optimize their operations. With a proven track record of solving the toughest challenges, our consultants are dedicated to ensuring that our clients fully harness the power of Orion Advisor Tech to achieve their business goals and exceed client expectations.
Our team of consultants are recognized by Orion as a trusted, go-to resource to efficiently and quickly solve the hardest problems with Orion Advisor Tech implementations and operational execution, ensuring seamless integration, optimized performance, and tailored solutions that drive client success.
Project Based Services
Orion Conversions & Implementations
Eclipse Implementation & Support
Custom Reporting Solutions
Redtail CRM Setup
Tech Stack Analysis
Workflow Documentation
Ongoing Support
Outsourced Operations Management
Continuous Support & Maintenance
Training & Development
Process Optimization
Data Analysis
Orion Liaison Services
Questions We Will Ask
What are the main pain points you are facing with your operations software suite?
- Pain Points: Integrations, data inconsistencies, and inefficiencies.
- Solution: We resolve these with Tech Stack Analysis and Workflow Optimization, ensuring seamless, compliant operations.
What are your top priorities for leveraging your operations software suite in the next year?
- Top Priorities: Enhancing client service, improving reporting accuracy, and increasing automation.
- Solution: Our Custom Reporting Solutions, Process Optimization, and Eclipse Support align with your goals for efficiency and growth.
How do you define success when it comes to your firm’s use of technology?
- Success Metrics: Efficient onboarding, reliable reporting, and high client satisfaction.
- Solution: Our Operations Management and Training services ensure that your technology drives productivity, compliance, and a better client experience.
What features or functionalities of your operations software suite do your clients ask for that you struggle to implement?
- Challenges: Advanced reporting, automated rebalancing, and CRM integration.
- Solution: With our expertise in Custom Reporting, Eclipse, and Redtail CRM setup, we help you deliver the features your clients value most.
Our Goal
Our goal at LVc Consulting is to enhance your trading and portfolio accounting capabilities and empower your firm with the right tools, data, and insights to not only meet but exceed the expectations of your management and clients. By leveraging the full potential of Orion Advisor Tech’s comprehensive suite of cloud-based solutions, we will help you drive your business growth and maximize revenue, ensuring that your firm stays ahead in an ever-evolving financial landscape.
Testimonials
Randy Lambert
Billy Oliverio
Kris Bentzen
Cutting Costs and Enhancing Efficiency
Client Overview
A mid-sized RIA firm recently lost its operations manager and was facing rising operational costs, especially in managing the Orion Advisor Tech suite. They needed a cost-effective way to streamline operations without compromising client service.
- Data Reporting: Streamlining for accuracy and efficiency.
- Billing Management: Reducing errors and improving timeliness.
- Transaction Reconciliation: Ensuring precise, accurate record-keeping.
- Software Integrations: Managing updates and reducing downtime.
- Cost Savings: Reduced expenses from full-time staff.
- Focus: More time for advisors to engage with clients, boosting satisfaction and AUM.
- Expert Support: Quick resolution of software issues, preventing costly delays.
- Scalability: Flexibility to adjust staffing needs based on workload.
Conclusion
By outsourcing their Orion software management, the firm cut costs, streamlined operations, and focused on delivering top-notch financial advice. LVc Consulting provided expert, flexible solutions that enhanced their efficiency and growth.
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