Lisa Isaacson has joined the staff of Alpine Bank Wealth Management as vice president and client executive. She serves clients in Montrose, Ridgway, Ouray and Delta.
Lisa spent over 25 years in the accounting field working in a variety of industries. She expanded her focus by transitioning into financial planning/wealth management three years ago and combined her CPA experience with financial planning to help individuals and businesses achieve their goals. Lisa is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of CPAs. Lisa earned a Bachelor of Science in Accounting from Mankato State University. She is currently preparing for the Certified Financial Planner exam.
Lisa is active in the Montrose community serving as secretary of the Montrose Women’s Club and treasurer of the Montrose Summer Music Series. She also serves on the HopeWest Planned Giving Council.