Lisa Cowan is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Welch Financial Planning, LLC since 2024. She previously worked at WealthPLAN Partners, LLC and SECURITIES AMERICA, inc., among other firms. Outside of her advisory role, she has ownership interests in rental properties. Welch Financial Planning advises individuals, trusts, estates, charitable organizations, and business entities with a focus on retirement investing and income generation. The firm uses an individualized "Bucket System" for asset allocation across different time horizons and offers both portfolio management and financial planning services.

Tron Welch is a CFP® with 24 years of industry experience and currently serves at Welch Financial Planning, LLC. His prior experience includes roles at WealthPLAN Partners and Cambridge Investment Research Advisors. Outside of advisory work, he volunteers as a Membership Lead for Team Rubicon, assisting in training and disaster relief efforts. Welch Financial Planning advises individuals, trusts, estates, charitable organizations, and business entities with a focus on retirement investing and income generation. The firm employs a “Bucket System” for asset allocation and offers integrated financial planning alongside discretionary and non-discretionary portfolio management.

Ryley Cowan is a financial advisor at Welch Financial Planning, LLC in Boulder, CO, holding a Series 65 credential. He has been with Welch Financial Planning since 2023 and has prior experience at Castle Real Estate Group. Welch Financial Planning serves individuals, trusts, estates, charitable organizations, and business entities with a focus on retirement investing and income generation. The firm uses individualized financial plans and a “Bucket System” for asset allocation across different time horizons, offering both portfolio management and integrated financial planning services.