Lisa brings a decade of experience as a music educator to her new role in financial services, where her exceptional communication, organization, and problem-solving skills make her an invaluable part of our team. For the last ten years, she has inspired students across all grade levels, from high school choir to elementary general music, fostering collaboration and attention to detail—key strengths she now applies at Cetera.
Lisa has called Colorado home for nearly 30 years and holds both undergraduate and graduate degrees from Colorado State University. As a wife and mother to two daughters, Lillian (10) and Brielle (8), she understands the importance of planning for the future and is excited to support our clients in navigating their financial journey.
How Lisa Can Help You
Lisa is your go-to contact for:
- Scheduling appointments with Koren and the team
- Providing updates on paperwork, forms, and account processing
- Assisting with document requests and secure file uploads
- Answering general questions about office policies and procedures
Lisa looks forward to connecting with you and ensuring a seamless client experience at Cetera.