LisaBeth is dedicated to helping individuals, families and small business owners build wealth. Her approach is centered on education first, fostering trust second, and then delivering tailored solutions to meet the unique needs of her clients. Her foundational values of transparency and care are at the cornerstone of her practice. If you're looking for a partner who will guide you through every stage of your financial journey, then LisaBeth is ready to help.
Her career path into the financial industry began after a decade in retail management. In 2016, LisaBeth had an opportunity to transition into financial services and she made the leap without hesitation leveraging her business background and education in accounting. She gained extensive experience in the areas of wealth preservation, investments, and retirement analysis. After almost nine years building her practice with a fortune 100 company, LisaBeth made another move and joined WealthEase in 2025 to offer her clients more curated solutions and personalized services.
LisaBeth is a born and raised Coloradoan—originally from Lakewood and now a resident of Castle Rock, where she enjoys hiking, walking trails, and exploring the great outdoors. Her favorite seasons are spring and summer. She is a devoted dog lover and owner, with a special fondness for German Shepherds, and supports her local animal shelter and German Shepherd rescue.