Lisa Isaacson is a CFP® and PFS™ credentialed advisor with seven years of industry experience. She has worked at Canyon Creek Investment Advisors since 2024 and previously held roles at Wealthsource Partners, Alpine Bank, P&L Financial, and Elderado Financial. Outside of advising, she prepares tax returns for clients through a private business. Canyon Creek Investment Advisors, Ltd. is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, business entities, and charitable organizations. The firm employs a long-term investment approach with strategic allocation and tactical adjustments, offering comprehensive financial planning alongside discretionary portfolio management.

Brian Fraser is a CFA® charterholder with four years of industry experience. He is an advisor at Canyon Creek Investment Advisors and also serves as a finance instructor at Colorado Mesa University. Prior to joining Canyon Creek, he worked at Alpine Bank Wealth Management. Canyon Creek Investment Advisors is a fee-only registered investment adviser managing approximately $41.6 million in discretionary assets for individuals, high-net-worth clients, trusts, business entities, and charitable organizations. The firm employs a long-term strategic allocation approach with tactical adjustments, offering diversified portfolios alongside comprehensive financial planning services.