Growing up in Boulder County, I learned very quickly to appreciate our beautiful state and all it has to offer; with the Flatirons as a backdrop, I have always been reminded how lucky I am to live here. Spending my entire childhood in the Louisville/Lafayette area instilled in me how important "community" is to the strength and quality of our lives.
Today, seeing the extensive growth in those two towns, I'm reminded how important it is to be prepared for change - and that change can be a good thing. Changes in our lives bring experiences in the form of friendships, education, careers, families and of course, challenges. As an Edward Jones financial advisor, it's important to me to help my community face these challenges by providing information, strategies and most of all, personalized guidance to help clients achieve their goals.
Whether you're planning for retirement, saving for college or just trying to protect the financial future of the ones you love and care for, we can work together. We can also monitor your progress to help make sure you stay on track or make adjustments as needed. Throughout it all, we're dedicated to providing you top-notch client service.
Be assured, we are not alone in working on your goals. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. We also welcome the opportunity to work with your CPA, attorney and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. By having your 'team' work together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
In our branch office, our clients are also considered our friends; our "community" as it were, which is very important to me personally. In addition to my role as financial advisor, I am a proud and blessed mommy to an amazing little girl, an animal lover and a faithful volunteer for children and the elderly!
- Retirement Savings Strategies
- Portfolio Reviews
- Insurance & Annuities
- Business Retirement Plans
- College Savings
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Social Responsibility
- Community Outreach
Office Address2770 Arapahoe Rd
Lafayette, CO 80026
Phone NumberLisa M Anderson at (303) 926-1191
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
|Sat||By Appointment Only|
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