Licenses: FINRA Series 7, held through LPL Financial
With over 20 years in the financial services industry, Lisa has been a dependable and steady presence for clients and advisors alike. She began her career in 2001, working alongside Larry Jones and Jo Knight, and has been an integral part of Western Financial since 2017.
Lisa holds a FINRA Series 7 license through LPL Financial, which enables her to support clients with trading, account activity, and service requests—executed with accuracy, efficiency, and care. Her background in operations, combined with her responsiveness and professionalism, makes her a go-to resource for both clients and advisors navigating complex needs.
Whether you're initiating a transfer, adjusting your investments, or simply looking for clear answers, Lisa ensures every interaction is handled with confidence and clarity.
A lifelong resident of Grand Junction, Lisa earned her Business Administration degree from Colorado Mesa University. She brings not just financial knowledge, but a deep sense of pride in serving the community she calls home.