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Our Team                                                     

 Broker Check

Tron D. Welch, CFP®, MBA, AIF® Photo Tron D. Welch, CFP®, MBA, AIF® Hover Photo
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Tron D. Welch, CFP®, MBA, AIF®

Principal

Tron D. Welch, CFP®, MBA, AIF®

Principal


Tron Welch, AIF®, MBA, CFP® is the founder of Welch Financial Planning, LLC. He is a Certified Financial Planner™ and has achieved the designation of Accredited Investment Fiduciary®.  The CFP® and AIF® are two designations which reflect Mr. Welch’s experience as well as his commitment to continuing education and fiduciary ethics.

Tron founded Welch Financial Planning, LLC in 2007 in his hometown of Boulder, CO.  WFP, LLC is an independent financial services firm that develops and implements comprehensive financial planning and retirement planning, incorporating client goals, tax strategies, protective measures and investments.

He provides a customized, client-centered approach to help individuals, families, and small businesses achieve financial success. Tron takes pride in his ability to collaborate with his clients to develop strategies and solutions that are unique to their lives.  As a fiduciary, Tron is dedicated to focusing on what is best for his clients.  WFP, LLC offers fee-based financial planning services, further reducing potential conflicts of interest.  

In his spare time, Tron frequents  sporting events, travels with his family, fights fires for the BLM and enjoys trail running.  He is also a team leader for Team Rubicon and has participated in GORUCK events, both organizations benefit veterans.  Tron enjoys the occasional adventure race, most recently the Zion Ultra.  

His favorite travel memories have included sharing pastries with his three kids in a square in Paris and a family trip on the Chicago Fireboat where he and his wife held their rehearsal dinner 25 years ago.  


FINRA BrokerCheck


Lisa Cowan Photo Lisa Cowan Hover Photo
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Lisa Cowan

Associate Financial Advisor

Lisa Cowan

ASSOCIATE FINANCIAL ADVISOR


Lisa graduated from Arizona State University with a degree in Finance and has worked and volunteered in financial services for over 20 years.  She started her career in Arizona first as a Credit Manager for AmeriCredit then with Vanguard in their Retail Operations department.  Before joining Welch Financial Planning, LLC in March 2018, Lisa worked for Scottrade (now part of TD Ameritrade) as a Stockbroker and served on the pilot team of the company’s only virtual branch office. 

With her financial services background and Series 7, 63 and 66 licenses, Lisa brings analytical skills, financial product knowledge, as well as a client-centered focus to our firm as an Associate Financial Advisor.  She enjoys problem-solving and helping craft plans for our clients no matter what phase of life they are in.

Outside of work, Lisa has served in leadership positions in two school PTAs, the Phoenix Women’s Board of Steele Children’s Research Center and currently as both the Membership Chair and School Spirit Store Chair with Monarch High School Booster Club.  She enjoys long walks with her husband and two dogs, cheering on her two boys at baseball games and watching Friends re-runs with her daughter.                                             

FINRA BrokerCheck

Heidi L. Heineke Magri Photo Heidi L. Heineke Magri Hover Photo
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Heidi L. Heineke Magri

Independent Insurance Agent

Heidi L. Heineke

Independent Insurance Agent

Heidi is a long-time resident of Boulder County with roots in Wisconsin.  As an insurance specialist, she thrives on building relationships, promoting open communication and collaboration to ensure clients’ insurance needs are met.  

Prior to earning her license in Property and Casualty Insurance, she worked in education for over 25 years where she acts as a consultant.   She enjoys using her teaching background to help clients manage risk and strengthen their understanding of insurance products. 

In her spare time, Heidi volunteers for many local organizations including the American Association of University Women and the Tri Delta Alumnae Chapter.  Her most recent volunteer adventure is to raise a service dog, Colt, through Canine Companions for Independence.  Colt enjoys visiting the office and posing for office photos when the opportunity arises.

Heidi has one son, who attends the University of Colorado, Boulder, majoring in Business.  Heidi enjoys attending sporting events, supporting the Buffs, hiking, skiing, golfing and gardening. 


Brittany Lopez Photo Brittany Lopez Hover Photo
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Brittany Lopez

Administrative Assistant

Brittany Lopez

ADMINISTRATIVE ASSISTANT

             

As our administrative assistant, Brittany Lopez brings with her managerial experience as well as a strong drive for customer service.  In her spare time, she enjoys spending time with family and travelling.  She’s currently working on learning a bit of Japanese for her upcoming trip to Japan.  





Patricia ORourke Photo Patricia ORourke Hover Photo
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Patricia ORourke

Marketing and Business Development Manager

Patricia ORourke

Marketing and Business Development Manager

Patti has served as the Educational Outreach Director for the Boulder International Film Festival and the Executive Director of the ALS Association Rocky Mountain Chapter.  

She is currently pursuing a master's degree in counseling and enjoys volunteering for the Boulder International Film Festival and TRU Community Care Hospice.  In her spare time she enjoys spending time with her two sons, hiking, backpacking and yoga.