Registered Financial Assistant
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 in the beautiful Pacific Northwest. Her passions include yoga, paddle boarding, fine and performing arts, as well as travel and cultural pursuits.