Tripp Shreves is The Monument Group’s lead institutional consultant. Tripp has over 20 years of industry experience working alongside the boards, investment committees, and financial management teams of various nonprofit clients as well as affluent individuals and families. Tripp is a member of the Investment Management Consulting Association and earned the Certified Investment Management Analyst (CIMA®) designation after completing his studies at the Wharton School at the University of Pennsylvania.

Recently, Tripp was recognized as one of Barron’s Magazine’s Top 1,200 Financial Advisors in 2015, 2016, 2017, 2018, 2018, 2020, and 2021. Tripp is a graduate of Georgetown Preparatory School in Rockville, MD, as well as the University of Virginia.

He resides in Potomac, MD, with his wife and three children.



Tripp was recognized as one of Barron’s Magazine’s Top 1,200 Financial Advisors in 2015, 2016, 2017, 2018, 2019, 2020, and 2021. Tripp is a graduate of Georgetown Preparatory School in Rockville, MD, as well as the University of Virginia.

He resides in Potomac, MD, with his wife and three children.


2015 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019 (Source: Barrons.com). 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.'

Lisa Elbert is a financial advisor with over 35 years of experience in helping clients plan for most aspects of their financial lives.  She specializes in helping multi-generational families plan for wealth transfers, charitable giving, long-term care needs and college savings.

Lisa is actively involved in her local community.  She graduated with highest distinction from George Mason University with a Bachelor of Science in Business Administration.

Lisa and her husband reside in Bethesda, MD and have two grown daughters.

Brandon Hines works with clients to develop and implement detailed, long-term investment plans that are designed to provide every expectation of success for their stated goals and objectives. Brandon is also a Chartered Retirement Plans Specialist (CRPS^®) professional through the College for Financial Planning. Among other types of employer-sponsored plans, this designation helps Brandon serve the needs of organizations that sponsor qualified retirement plans under the Employee Retirement Income Security Act of 1974 (ERISA).

Brandon graduated with a degree in Business Economics and Public Policy from the George Washington University. He is active in the local community through Friends of Rose Park and the Catholic Business Network which provides merit and need-based scholarships to elementary and high school students in the District of Columbia. He currently resides in Washington, D.C.

CA Insurance License Number: 0H50457. Resident State: VA