Lisa Dunn is a Fiduciary with the firm. Prior to joining BCFS, she worked at a fiduciary firm in the Denver Metro Area, where she found her passion for serving others. Lisa holds a B.S. in Accounting from University of Maryland. Her experience includes both public and private accounting, as well as serving in the capacity of agent under power of attorney, conservator, trustee, and personal representative. Lisa takes great satisfaction in building relationships with her clients and assisting them in navigating their lives in times of transition. She recently received a Finance Program Certificate through the Center of Guardianship.
In her free time, Lisa enjoys hiking and traveling.