Tron D. Welch CFP®, MBA, AIF®
Tron D. Welch, Founder and Principal of Welch Financial Planning, LLC, is a Certified Financial Planner® and Accredited Investment Fiduciary®. With over 20 years of experience, Tron provides a customized, client-centered approach to help individuals, families, and small businesses achieve financial success. Tron takes pride in his ability to strategize with clients to develop solutions unique to their situation and goals. As a fiduciary, he always puts our client’s needs first and is dedicated to designing the best plan for each individual.
Tron’s commitment to financial planning extends to the classroom, where he teaches Wealth Creation and Retirement Planning workshops twice a year. When he’s not busy working or teaching, Tron volunteers for several charitable organizations, including Team Rubicon, Longmont Veterans Community Project (VCP), and Guys Who Give. He is also a member of Longmont VCP’s advisory board, where he actively assists with fundraising efforts and building projects. In his spare time, Tron frequents sporting events, travels with his family, and enjoys trail running.
Lisa Cowan
Lisa graduated from Arizona State University with a B.S. in Finance and has worked in financial services for over 14 years. She started her career as Credit Manager for AmeriCredit, then moved to Retail Operations at Vanguard. Before joining Welch Financial Planning, LLC in 2018, Lisa worked as a broker in the Virtual Branch Office at Scottrade up to the day that the company merged with TD Ameritrade (now Charles Schwab).
With her Series 7, 63, and 66 licenses, Lisa brings analytical skills, financial product knowledge, and a client-centered focus to our firm as a financial advisor. Her expertise includes creative problem-solving and crafting individualized plans for our clients. Outside of work, Lisa has served in numerous volunteer and leadership positions at BVSD and charitable organizations. She enjoys long walks with her husband and their dog, traveling to visit her music-teaching son in Arizona, cheering on the Buffs with her youngest son at CU, and working alongside her daughter at WFP.
Ryley Cowan
Ryley is a graduate of The University of Arizona with a B.S. in Retail and Consumer Sciences. With her holistic background in marketing, sales and business development, she developed a passion for small businesses and the meaningful relationships they foster. She is grateful to have made her way back to Colorado where she now works alongside her mom. She enjoys being the first point of contact for our wonderful clients, organizing and marketing our financial seminars, coordinating new client onboarding, managing vendor relations, and overseeing the company calendar. Besides work, Ryley enjoys soaking up the Colorado sunshine, practicing yoga & Pilates, laughing with her friends & family and diving into her book club’s latest read. Whether over the phone or via email, don’t hesitate to reach out and say hello!
Oscar Perez Luna
Oscar recently graduated from CU Boulder with a B.S. in Finance and Accounting, and is continuing his tenure at CU to obtain his M.S. in Accounting. His previous internships at Ernst & Young and a venture capital fund in Boulder helped sharpen his skills in auditing and financial due diligence. In his own words, Oscar is passionate about taxes because "they are one of the most intimidating certainties in life" and he wants to help streamline the nuanced tax preparation process. When he’s not busy working or studying, Oscar enjoys staying active by running, hiking, and snowboarding, as well as exploring everything Boulder has to offer in his downtime.
Ron Swatfigure
Ron Swatfigure has been in the insurance business for over 10 years and got his start as a captive agent with Farmers Insurance. After a few years of growing business and helping clients through typical Colorado weather events (such as flooding, wildfires, and hailstorms), Ron determined that he needed to offer his clients a broader range of coverage to best serve them in the long term. He then became an independent insurance agent and opened his business Sun Mountain Insurance in 2016. With the freedom of an independent broker, and his partnership with Welch Financial Planning, Ron offers his clients flexibility and affordability with coverage available through multiple insurance agencies. In his spare time, Ron enjoys being active outdoors skiing, hiking, biking, and camping with his family.
The unaffiliated financial professionals and firms listed above have been provided for informational purposes only. In such cases, our Firm does receive direct compensation in return for any referrals made to individuals or firms in our professional network. Clients must independently evaluate these firms or individuals before engaging in business with them and clients have the right to choose any financial professional to conduct business. Providing these contacts should not be construed as an endorsement of the financial professional or firm. Individuals and firms in our financial professional network may refer clients to our Firm. Our Firm does recognize the fiduciary responsibility to place your interests first and have established policies in this regard to mitigate any conflicts of interest. Investment advisory services are offered through Welch Financial Planning, LLC, a Registered Investment Adviser.
