Lisa graduated from the University of Michigan with a degree in economics in 1980. She began her wealth management career at an independent financial planning firm. Realizing that the needs of her clients continued to evolve, she joined Robert Baird in 1999 as a Senior Vice President of Investments. The resources at Baird allowed her to focus her energy in serving high net worth clients. During the last 35 years she has helped her clients plan for major life events such as funding college educations, achieving a comfortable retirement, assisting them with the implementation of their philanthropic desires and finally offering compassionate advice to heirs when a loved one passes away.
As a Financial Advisor, Lisa is required to be intellectually engaged in many ways. From analyzing global financial markets to reviewing client accounts, Lisa finds opportunities to learn on a regular basis and this engagement enhances her experience with the KLD team and our clients.
Lisa was the first woman financial advisor at Baird to achieve the exclusive Chairman Club recognition. She was also the first female Managing Director in Private Wealth Management. Lisa holds the CERTIFIED FINANCIAL PLANNER™ certification. She has received national recognition and has been named one of Barron’s Top 100 Women Financial Advisors three years in a row. In 2017 and 2021 she was chosen as one of FORBES Top Women Financial Advisors and recognized by FORBES as a Best In State Wealth Advisor in 2018. Her experiences, recognitions, education and more have allowed her to continue to strengthen our team. At Baird Lisa was a founding member of the diversity committee and is past president of the Baird Women’s Financial Advisor Group.
She proudly serves on two board committees, the Pines Foundation and the All Faiths Food Bank in Sarasota. When she isn’t working or volunteering her time, she enjoys spending summers at her family’s cabin on Lake of the Woods in Northwestern Ontario. An avid fisher, Lisa is often on the water or she can be found spending time with her husband, two daughters and three grandchildren.