Lisa Constant, ChFC®, CEPA®
Wealth Advisor
When my mom passed, there was no estate strategy in place. I found myself navigating not only grief, but also the complexity of managing her affairs from out of state. That experience shaped my mission: to help individuals, families, and professionals prepare with clarity and confidence—so the people, businesses, and causes that they care about are supported when it matters most.
I’m passionate about helping clients make informed, confident financial decisions at every stage of life. Whether you’re navigating a career transition, growing a business, planning for retirement, or preparing for wealth transfer, I partner with you to create personalized strategies aligned with your goals and values. I also collaborate closely with your CPA, attorney, and any financial team with a goal of ensuring your plan is coordinated and built for long-term financial independence.
It’s a privilege to serve a diverse group of clients, including professionals, families, and business owners, developing strategies that evolve as life changes.
Outside of work, I enjoy hiking and exploring our beautiful state with my husband, Craig, our daughter, Sophia, and our rescue dogs, Nova, Archie, and Cotufa. Our son, Jax, graduated from Colorado State University and still lives in Fort Collins with his dog Bowie.