Lisa joined Summit Wealth Group in July of 2014, as a Registered Financial Assistant in the Lakewood office. A native of Texas, her adventurous spirit brought her to Colorado in 1994, where she attended Fort Lewis College in Durango. Lisa received a Bachelor of Arts degree in Music, with a concentration in piano and voice. Lisa brings a professional background in the banking and investment industries. She holds the FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network.
In her spare time, Lisa enjoys a rich home and family life with her husband, Jesse, daughter, Zoe, and rescue pug, Bart. Her passions include tennis and yoga, film, fine and performing arts, as well as travel and cultural pursuits.