My objective is to help people and business owners create, protect and implement their retirement plan which uses the current tax shelters to efficiently grow their wealth. When appropriate, they can then execute their retirement income plan to have the retirement they desire. Trust, Integrity and Empathy are my foundational values.
David was a Commercial Banker in Community Banking for 35 years prior to beginning work as a Financial Services professional in 2013
David was President of Eagle Bank in Broomfield for 8 years
Eagle Bank won the Independent Bankers Community Service Award for the State of Colorado in 1997
Lisa lives in Broomfield, Colorado with her husband Jerry and their two dogs, Riley a Tibetan Terrier Mix and Tucker a Black Lab. Jerry and Lisa have two children Ryan and Shannon. They are enjoying being empty nesters.
Lisa has worked in financial services for over 20 years. She is a member of P. E. O. International Colorado Chapter ES and a volunteer for Summit Dog Rescue
In her free time Lisa enjoys spending time with family and friends as well as playing golf, hiking with her dogs or anything outdoors, reading, and gardening. She is an avid sports fan.
2The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.