As an Associate Financial Advisor with 20 years of industry experience, Lisa contributes a wealth of knowledge and expertise. She strives to help her clients manage their wealth by growing current client relationships by utilizing appropriate planning techniques and investment strategies.
Lisa graduated from Eckerd College with a Bachelor of Arts degree with High Honors. She holds an AAMS® certification and CFP® certification and understands the importance of individualized wealth management. Prior to joining Baird in 2017, Lisa worked at Wells Fargo Advisors and Morgan Stanley Private Wealth Management. She also has 10 years experience in Institutional Sales with Barrington Research.
Lisa resides in Wheaton, Illinois with her husband Brad and their three children: Abby, Evan and Drew. She is an active member of First Presbyterian Church of Wheaton. In her free time she enjoys attending her children’s sports and activities, reading, and family time.