Category: Denver

24 Jan 2018

Lisa Rizzo

Senior Vice President – Investments
lrizzo@ffec.com
(303) 643-5963

Denver Tech Center
Terrace Tower
5619 DTC Parkway, Suite 1050
Greenwood Village, CO 80111
(877) 591-5959  |  (303) 643-5959

With 37 years of experience in the financial services industry, Lisa Rizzo is Senior Vice President-Investments in the Denver Tech Center office.  Her focus is on offering comprehensive wealth management planning services to help her clients address their investment goals.  Lisa strives to deliver the best possible customer experience to each and every client.  She studied at Armstrong Atlantic College in Savannah, Georgia.

Lisa supports numerous charitable organizations, including the Lupus Foundation, the American Red Cross, The American Heart Association and the Association for Retarded Citizens.  A native of Savannah, Georgia, Lisa moved to Denver in 1981.  Lisa enjoys spending time with her husband, friends and family.

24 Jan 2018

Anne Perry

First Vice President –  Investments 
aperry@ffec.com
(303) 643-5749

Denver Tech Center
Terrace Tower
5619 DTC Parkway Suite 1050
Greenwood Village, CO 80111
(877) 591-5959  |  (303) 643-5959

Anne Perry started her investment career in 1985 with Smith Barney.  She then became a retail trader at EF Hutton in the municipal bond department. Anne focuses on developing financial plans based on individual’s needs and goals. Communication is critical with relationships with clients. Anne helps clients with connecting their goals and creating a roadmap to financial independence.  Honesty, transparency, and communication are the key to a rewarding practice.

Anne graduated from Regis University in 1983 and has since been enjoying the Colorado living with her husband and flourishing grown kids.

23 Jan 2018

Mark Lindau

President of Lindau Capital
Management (LCM)
mlindau@ffec.com
(303) 643-5671

Denver Tech Center
Terrace Tower
5619 DTC Parkway, Suite 1050
Greenwood Village, CO 80111
(877) 591-5959  |  (303) 643-5959

LCM, which operates under First Financial Equity Corporation, is a fixed income asset management firm specializing in fixed income strategies for municipalities, pension funds and private individual accounts.  LCM also provides fixed income consulting to a number of private clients.

Mark Lindau has been in the fixed income management business for over 30 years with most of his career at Merrill Lynch.  Mark held many training seminars for Merrill Lynch advisors over the past years. In addition, he taught finance courses at Southern Illinois Graduate School of Business, Meramac Junior College and taught fixed income management at numerous public educational seminars.  Mark has also written articles over the years on the fixed income markets for numerous publications.

Mark majored in Economics at the University Of Nebraska Undergraduate School of Business and in Finance at the Southern Illinois Graduate School of Business.

The LCM team includes Mark Lindau, President of LCM, and Jennifer Frey, Account Executive.

Lindau Capital Management, Operating Under First Financial Equity Corporation, Member FINRA / SIPC. Securities and Advisory Services Offered Through FFEC.

23 Jan 2018

Michael Lee

Financial Advisor
mlee@ffec.com
(970) 618-3963

Denver Tech Center
Terrace Tower
5619 DTC Parkway Suite 1050
Greenwood Village, CO 80111
(877) 591-5959  |  (303) 643-5959

Since 1996, Michael Lee has been helping clients try and achieve their financial goals.  Michael has worked at Merrill Lynch, Morgan Stanley and RBC. He enjoys the freedom and independence of a small more personal firm. He calls himself a local in Aspen, CO with his wife Susie and his twelve-year-old son Lucas. He stays active in the local community by serving as is an officer of the Aspen Men’s Golf League, a long time Aspen Elk’s Lodge member, as well as an active volunteer with several local youth sports teams.

23 Jan 2018

Joe Hubbard, CPA®, CFP®

Director of Keystone Capital Advisors
jhubbard@ffec.com
(303) 643-5747

Denver Tech Center
Terrace Tower
5619 DTC Parkway, Suite 1050
Greenwood Village, CO 80111
(877) 591-5959  |  (303) 643-5959

Joseph E. Hubbard, CPA®, CFP®, is Director of Keystone Capital Advisors. He has over 20 years’ experience in tax, investment and wealth management. He started his public accounting career with Arthur Andersen and PricewaterhouseCoopers. As a CPA®, he worked with business owners and executives on their tax, financial, estate and investment planning.   Maintaining his commitment to financial planning he later served his clients as a Senior Vice President in a large Midwest bank’s trust department and a regional Registered Investment Advisory firm.

Joe holds a degree in Business Administration, with a concentration in accounting, from California Polytechnic University and a Master’s Degree in Taxation from the University of Denver, where he received a full scholarship.

Joe continues to teach continuing education for CPA® practitioners and attorneys on investment and financial planning subjects at the University of Denver’s Continuing Professional Education Section of the Graduate Tax Program. He is also a contributing member of the University of Colorado’s “Business Economic Outlook”, which serves as our state’s economic forecast.

In addition to his qualifications as an Investment Advisor Representative, Joe is a Colorado Licensed CPA® , CERTIFIED FINANCIAL PLANNER™.

On a personal note, Joe is married to Anne Hubbard and they have one daughter, Elizabeth Ruth, and are expecting another addition soon. As a family, they enjoy cycling, snow and water-skiing, culinary pursuits and community service. Joe has also co-chaired the Colorado Regional Wine Judging for the American Wine Society the past three years and serving in various community service roles.

Keystone Capital Advisors, Operating Under First Financial Equity Corporation, Member FINRA / SIPC Securities and Advisory Services Offered Through FFEC

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