Lisa Bunney

ASSOCIATE

Lisa protects wealth and achieves tax-efficient growth by blending financial strategy with mindset principles to help clients create lasting change and confidence around money. She guides them by providing strategies that protect income, reduce tax impact, and create long-term financial security. Her focus is on helping clients to not just earn—but to keep, grow, and pass on wealth to future generations.

Lisa is also a former corporate leader turned entrepreneur. With 20+ years of experience in sales, leadership, and retail operations before transitioning into financial services full-time, she brings extensive knowledge and a unique perspective to her role at BlueRock Wealth Management.

She is passionate about many things, including mindset work, personal growth, and the importance of generational wealth.

When she is not at work, Lisa enjoys spending quality time with her nieces and nephew, walking her dog, and yoga. She is also an avid downhill skier who loves chasing fresh powder and mountain views.