Our Lotus Team


Courtney Smith founded Lotus in 2002 and has since provided fiduciary and daily money management services for over 18 years. She has served over 200 clients from all over the United States as Power of Attorney, Conservator, Special Conservator, Personal Representative, Daily Money Manager, Trustee and Representative Payee.  She has a long history of working with adult protective services and has dealt with numerous financial exploitation cases and investigations over her 18 year career. In 2016, Courtney embarked on another mission of preventing litigation and conflict between families by providing support services to non-professionals who are willing and able to serve in that role for their loved one.  Courtney has a Bachelor in Public Affairs and Management from Indiana University and enjoys skiing, hiking and spending time with her loved ones.

*Courtney Smith’s Resume




Lisa Dunn is the Assistant Manager of Fiduciary Services at Lotus. Born and raised in Maryland, she received her bachelor’s degree in Accounting at the University of Maryland. She worked as a tax associate in public accounting and as an accountant for a small business before moving to Colorado. Lisa earned her NCG (National Certified Guardian) certification and stays up to date on Colorado law and trends by attending the CBA/CLE Elder Law Section meetings and county Adult Protective Team meetings.  In her free time, Lisa enjoys hiking, traveling, going to art museums, and playing ultimate frisbee with her friends.









Shirley Pasco is a Fiduciary Account Manager at Lotus. She was born and raised in Colorado, but received her bachelor’s degree in Accounting & Finance from the University of Tennessee.  Hiking, reading and hanging out with her family and friends are a few activities that she enjoys in her free time.”










Jacob Tonda is a Fiduciary Account Manager at Lotus. He was born and raised in Las Vegas, Nevada but obtained his bachelor’s degree in Accounting and Business Administration in Colorado. Jacob previously worked as a Senior Associate for a CPA firm providing audit services to nonprofit and governmental organizations. Jacob enjoys running, fishing, and exploring the outdoors in his free time.









Whitney Testa is the Executive Assistant and Office Manager at Lotus. She was born and raised in Denver, Colorado and obtained her bachelor’s degree in Music Performance from the University of Denver. For the past four years, Whitney has worked as an Executive Assistant to high level executives at prominent local nonprofit organizations. Whitney enjoys playing the piano, cooking, and attending concerts in her free time.