Lisa brings over a decade of professional experience and a passion for helping others to her role. For the past six years, she has worked with two of the top fiduciary firms in the state, earning a reputation for her dedication and expertise. Prior to that, Lisa spent five years in the accounting industry, honing her analytical skills and attention to detail before making the move from her home state of Maryland to Colorado.

While Lisa obtained her undergraduate degree in accounting from the University of Maryland, she always knew her true calling was to make a difference in people’s lives. Her journey took a personal turn when her grandmother was diagnosed with supranuclear palsy. During her grandmother’s time living in an assisted living facility, Lisa was deeply moved by the staff who cared for her grandmother with kindness and dignity, treating her as though she were family. That experience inspired Lisa to shift her career focus, channeling her professional skills and compassionate spirit into helping others navigate life’s challenges.

Today, Lisa is committed to paying forward the care and kindness that touched her family, bringing that same dedication to every individual and family she works with.