- Recruit advisors to the Western Wealth RIA, Hybrid and LPL Corporate platforms
- Practice Acquisition, Succession Planning and Survivorship Programs
- LPL Corporate Liaison
- Partner Development
Lisa Esslinger, aka Slinger, started in the financial services industry in 1998 and has recruited for several of the top independent firms in the business - LPL Financial, Raymond James Financial Services, Ameriprise and BNY Mellon / Pershing Advisor Solutions. In 2004 she helped recruit GE to LPL and has been closely associated with Western Wealth ever since. In February 2019 she joined the branch as Director of Business and Branch Development.
She is committed to the growth of our firm through recruiting, practice acquisition and succession planning. She is passionate about helping advisors navigate through complexities of the independent business model and the many platforms and resources available.
Prior to devoting her career to consulting with financial advisors, she graduated from Colorado State University with a Bachelor of Arts degree in Liberal Arts. She holds FINRA series registrations: 7 (through LPL Financial), and 9/10 and 66 (through Western Wealth Management.) Slinger always enjoys a great single malt scotch with family and friends when she is not spending her time hiking, skiing and golfing in the beautiful Rocky Mountains. She lives in Castle Rock, Colorado with her German Shorthaired pup, Alley.