Tron D. Welch CFP®, MBA, AIF®
Tron is the founder of Welch Financial Planning, LLC, a Certified Financial Planner and Accredited Investment Fiduciary. Tron has been in the financial industry for over 20 years and founded his business in 2007. WFP, LLC is an independent financial services firm that develops and implements comprehensive financial planning, including retirement planning, tax strategies, protective measures, and investments.
He provides a customized, client-centered approach to help individuals, families, and small businesses achieve financial success. Tron takes pride in his ability to collaborate with his clients to develop strategies and solutions that are unique to their lives. As a fiduciary, Tron is dedicated to focusing on what is best for each individual client. WFP, LLC offers fee-based financial planning services, further reducing potential conflicts of interest.
Tron’s enjoyment of the financial planning process extends to the classroom where he appreciates the opportunity to support a wide range of learners, from financial planners interested in strengthening their practices to community members seeking to develop their financial acuity.
In his spare time, Tron frequents sporting events, travels with his family, does relief work with Team Rubicon and enjoys trail running.
Lisa Cowan
Lisa graduated from Arizona State University with a Bachelor of Science in Finance and has worked in financial services for 14 years. She started her career in Arizona, first as a credit manager for AmeriCredit, then with Vanguard in their Retail Operations department. Before joining Welch Financial Planning, LLC in 2018, Lisa worked as a broker in the Virtual Branch Office at Scottrade, which was acquired by TD Ameritrade.
With her financial services background and Series 7, 63, and 66 licenses, Lisa brings analytical skills, financial product knowledge, as well as a client-centered focus to our firm as a financial advisor. Her expertise includes creative problem-solving and helping craft individualized plans for our clients.
Outside of work, Lisa has served in numerous volunteer and leadership positions at her children’s schools and outside charity organizations. She enjoys long walks with her husband and two dogs, cheering on her youngest son at his baseball games, traveling to Arizona to visit her middle son at her alma mater, and working alongside her daughter at WFP.
Ryley Cowan
Ryley graduated from The University of Arizona in 2022 with a Bachelor of Science in Retail and Consumer Sciences. Her degree gave her a background in sales, marketing, and business development, which then evolved into a passion for small businesses and the special relationships that come with it. She is grateful that this job has led her back to Colorado (and to work alongside her mom!)
She enjoys being the first point of contact for our wonderful clients, helping market and run our beloved financial seminars, as well as working within the team to onboard new clients, interacting with a variety of business vendors, and managing the company calendar. When she is not busy working, you can find her enjoying the sunshine, practicing yoga, laughing with her friends and family, or reading her book club pick of the month. Be sure to say hello over the phone or through our dedicated client email!
Brittany Collins
Since originally joining Welch Financial Planning in 2019 as administrative assistant, Brittany graduated with a B.A. in Professional and Creative Writing. She has honed in on her writing/editing skills and is dedicated to keeping clients up to date on all things finance through newsletters, blog posts, and exclusive resources to enhance the client experience. Though most of her time at WFP, LLC is spent behind the scenes, Brittany is always happy to help our clients any way she can and loves visiting them at our many client appreciation events. In her down time, Brittany loves spending quality time with family, planning fun game nights with friends, and relaxing at home with her husband while catching up on their favorite shows together.
Matt Belter
Matt recently graduated from CU with a B.S. in Finance and Accounting, and is now pursuing his Masters in the same field. Before joining WFP, Matt gained auditing experience from Plante Moran’s Employee Benefit Plans and SEC reviews, later working on auditing projects in Malaysia as a part of KPMG’s Global Intern Program. He was originally drawn to our firm as a way to learn more about the financial planning industry and has since gained even more hands-on experience with tax returns. We are grateful for his help during the 2024 tax season and are excited to see where his career takes him in the future. When he’s not busy at work or school, Matt enjoys being outdoors golfing and hiking, as well as playing fantasy football with his friends.
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.
