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the personal side of Lisa
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Lisa Maestas
Customer Service Associate

Lisa joined the Crux Wealth Advisors team in 2021 as a Customer Service Associate at our Denver, CO office. She provides critical day-to-day support to our wealth advisors with responsibilities such as promptly and accurately answering our clients’ questions, assisting with client onboarding, organizing client events, and various other administrative duties. She brings a unique and highly valued viewpoint to our team because she worked with Crux as a client for more than a decade and was impressed by the high caliber of the team’s work.

Helping others has always been a top priority for Lisa. She considers herself fortunate to work in a career where she can assist our clients in helping establish financial stability. Lisa aims to provide quality service and cultivate relationships to ensure our clients remain life-long clients and recommend our services to their friends and family.

Before becoming a part of our team, Lisa was the Director of Investor Relations with Alacer Gold Corp. from 2010-2020. She executed the global investor relations strategy, including strategic planning and developing all investor relations programs. Lisa also served as the Corporate Secretary and Manager of Investor Relations at Anatolia Minerals from 2008-2011. She helped develop the company’s Investor Relations program and assumed responsibility for all aspects of managing the Australian stock exchange listing and shareholder base. Lisa attended the Executive Assistant Program at Barnes Business College.

Lisa Maestas

When I’m not at work, my time is focused on my family, my husband, Rich, and my three sons, Morgan, Grant, and Chris. We have volunteered for Food Bank of the Rockies and Colorado Feeding Kids over the years and enjoy the experience of working together to give back to our community. 

I prioritize keeping active with daily exercise for my physical and mental well-being. This varies from hiking, gym classes, riding my Peloton, or just being outdoors whenever possible. I also enjoy live music and dancing, trying new restaurants, attending sporting events, especially cheering on the Broncos! I love traveling and feel fortunate that my last job allowed me to see a lot of the world, creating life-long memories, and experiencing new foods and cultures.

Raymond James is not affiliated with the above organizations and/or charitable causes.

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