Yes. We embrace our legal obligation to only give advice that’s in the client’s best interest. WealthSource was founded to give more clients access to un-conflicted financial advice — and we remain tr...+ read more
Charles Schwab, TD Ameritrade, and Raymond James are the preferred custodians we utilize for our clients. We have relationships with some of the most well-known firms so that our clients have choices....+ read more
No. Your money is always held with your custodian. As your wealth manager, WealthSource is granted trading authority, and based on your specific authorizations, limited rights of disbursement, which i...+ read more
No. Your bank’s Federal Deposit Insurance Corporation (FDIC) protection covers up to $250,000 in your bank deposit accounts, including checking and savings accounts, money market deposit accounts, and...+ read more
No. Your investments are held in your specific account, under your own name (or trust or entity of your direction) and the appropriate tax ID number. Your money is separate and distinct to you.
Members of the WealthSource team take pride in holding some of the most prestigious designations and credentials in the industry. It is important to note that not all designations are equally rigorous...+ read more
Selecting a financial advisor is an important decision. You are securing a partner who can help you tackle big financial goals, give you an overview of your money, and potentially improve your tax efficiency...
Investment risk perception may not be the best way to make investment decisions....
Emotions can run high, especially when it comes to investing for an important goal. When the markets are up, most people tend to sleep better at night. When the markets are down, it can be downright terrifying...
By allocating money to a mix of accounts that offer different tax treatments, you can manage how much of your retirement income will be taxed — and at what rate. The key is to select an optimal mix of accounts....
Many people associate the words “estate plan” with getting old. If you don’t look forward to spending an evening thinking about your mortality and worldly possessions, chances are that you’ll be tempted to procrastinate...
Lisa joined WealthSource Partners as a Managing Partner in April of 2022. Lisa started her career in the accounting field working in a variety of industries for over 25 years until she expanded her career by transitioning into financial services in July of 2015 by joining ElderAdo Financial, Inc as a Financial Planner and then also as an Investment Advisor. In August of 2018, Lisa left ElderAdo Financial, Inc to join the Wealth Management division of Alpine Bank as a Vice President and Client Executive. Lisa received her Associate of Arts degree in Business from Rochester Community College and her Bachelor of Science degree in Accounting from Minnesota State University. In addition to being a CFP® certificant, Lisa is a Personal Financial Specialist (PFS) and a certified public accountant (CPA).
Lisa believes in giving back to her community; actively serving in various capacities for non-profit organizations operating in Montrose. In her free time, she can be found outdoors enjoying music concerts, hiking and camping.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Tax advisory, bookkeeping, and/or tax return preparation and filing services offered through P&L Financial, LLC and/or Lisa Isaacson (CO CPA License # 23532). WealthSource is not an accounting firm and P&L Financial, LLC and WealthSource are independent and unaffiliated entities.
FInancial Planning AssociateCFA
David has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.