Lisa is an Associate, Private Client Services, for the Confluence Private Wealth Team. She focuses on proactively serving clients of the team with attention to detail, thoughtfulness, and a smile.

Lisa was previously in a similar role with WealthSource Partners. She began her financial services career in personal banking, working for a family-owned bank and earning a reputation as an advocate for her customers. Lisa then took a few years to raise her sons at home until Doug May recruited her in 2010. Additionally, she was involved in purchasing, rebranding, and eventually selling a local hotel in Grand Junction.

Lisa is a Grand Junction native. She and her husband, Scott, have two sons and they enjoy camping and off-roading together.

Visit our team page at www.ashtonthomaspw.com/confluenceteam