Lisa Cowan

Lisa graduated from Arizona State University with a B.S. in Finance and has worked in financial services for over 14 years.  She started her career as Credit Manager for AmeriCredit, then moved to Retail Operations at Vanguard. Before joining Welch Financial Planning, LLC in 2018, Lisa worked as a broker in the Virtual Branch Office at Scottrade up to the day that the company merged with TD Ameritrade (now Charles Schwab). 

With her Series 7, 63, and 66 licenses, Lisa brings analytical skills, financial product knowledge, and a client-centered focus to our firm as a financial advisor. Her expertise includes creative problem-solving and crafting individualized plans for our clients. Outside of work, Lisa has served in numerous volunteer and leadership positions at BVSD and charitable organizations. She enjoys long walks with her husband and their dog, traveling to visit her music-teaching son in Arizona, cheering on the Buffs with her youngest son at CU, and working alongside her daughter at WFP.