Lisa Isaacson, CPA/PFS, CFP®
Vice President/Client Executive
Lisa has spent over 25 years in the accounting field working in a variety of industries. She expanded her focus by transitioning into financial planning/wealth management three years ago. Lisa combines her CPA experience with financial planning to help individuals and businesses achieve their goals. Lisa is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of CPAs. Lisa earned a Bachelor of Science in Accounting from Mankato State University. She has earned the credentials of a Personal Financial Specialist (PFS) and Certified Financial Planner (CFP).
Products of our Wealth Management service are not FDIC insured, may lose value and are not bank guaranteed.BACK TO TEAM