Lisa Valdez joined The Wealth Strategies Group in 2000 after working in the banking/brokerage industry in Montana. She earned her Series 7 Brokerage Registration held through LPL Financial in 2002, maintains it through LPL Financial and executes all client trades on our sophisticated trading platform. Lisa provides superior service and attention to detail on many of the complex issues that our clients face. Lisa also maintains and updates our extensive client database software ensuring that our computer network is up to date with the latest technological advancements.
Lisa and her husband, Troy, live in Highlands Ranch, Colorado. Their daughter, Hailey, is currently attending Creighton University, College of Nursing in Omaha, Nebraska.