Lisa Kostroski

Client Services Manager

Lisa has over 15 years of industry experience. Her role is to helps our team provide an exceptional client experience. Lisa has completed her Securities Industry Exam (SIE) and is working towards completing her Series 7 Securities License and holds Colorado life and health insurance licenses. Additionally, Lisa is a Notary registered with the State of Colorado. 

Lisa grew up in Monterey, California and moved to Colorado in 1985.  She lives in Centennial, CO with her husband, Cary and they have been married for 32 years. They have two grown daughters, Corin, 28 years old and Mallory, 25 years old who both live in Denver.  Lisa and Cary have lived in Colorado for 35 years and enjoy spending time outdoors and experiencing all that Colorado offers.  Their passion is spending time together on the golf course when she's not running or swimming.


Phone 303-714-4715
Fax 303-793-9392