In 2015, faced with the prospect of becoming an empty nester, Lisa made the leap to put her Chicago area home for sale and move directly to Boulder’s foothills. She has not looked back since. At the time, Lisa was a partner at a wealth management firm, and after her move to Colorado, she launched her own registered investment advisory firm—Opus Financial Solutions.
Before moving to Colorado, Lisa worked in securities compliance, investment analysis, institutional portfolio management, and teaching investments and financial planning topics at the undergraduate and graduate levels.These different fields of study methodically converged to shape her final career path. Given her personal experience with divorce with young children, she developed an expertise in divorce financial planning and mediation to help people make more informed financial decisions and make the process of divorce less painful and expensive.
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