The Art of Wealth Management

Lisa Elms

Administrative Assistant

Lisa ElmsLisa was born and raised in Indiana. She graduated from Indiana University with a BS in Criminal Justice and a minor in Sociology.  Following graduation, she worked for 1st Source Bank in their Trust Operations Department, where she was promoted to Trust Administrative Assistant.

In 2011, Lisa and her husband Lynn moved to Colorado, and she joined the Dodds team.  As part of her current responsibilities, Lisa implements and follows up with all member paperwork, where her keen attention to detail ensures that nothing will be missed. Lisa gets great satisfaction working with members, and watching them achieve their goals.

In her free time, she enjoys biking, running, hiking, camping, and traveling.  Lisa and Lynn have a pug named Milo, and they love taking him along on hikes.