Simplified Financial Advice.

Meet Lisa


Lisa is one of our team’s Clients Services Associates. Her enthusiasm for problem solving and positive client interactions demonstrate her natural aptitude for her role.

A graduate of the University of Denver with a degree in broadcast journalism and speech communication, Lisa also has marketing experience that benefits our team as well. Lisa also has a Certificate in Mediation from the University of Colorado and mediates cases for the Denver DA’s office and the Better Business Bureau.

Lisa lives in Highlands Ranch with her husband Scott. She’s a “boy mom” to three young adults and is grateful they’re a golf and ski family. Lisa enjoys touring California vineyards and wine tasting. She’s an active member of Cherry Hills Community Church and the Rotary Club of Denver Metro South.