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 and has expanded her focus to wealth management. She combines her CPA experience with financial planning to help clients achieve their goals. Lisa is a member of the American Institute of Certified Public Accountants and the Colorado Society of CPAs. Lisa has a Bachelor of Science in accounting from Mankato State University and has earned the credentials of a Personal Financial Specialist (PFS) and Certified Financial Planner (CFP). She serves clients in Delta, Montrose, Ridgway and Ouray.
Products of our Wealth Management service are not FDIC insured, may lose value and are not bank guaranteed.BACK TO TEAM