With more than 40 years of experience in financial services, Lisa offers extensive knowledge of the industry and its standards. She joined Baird in 1996 after working for 13 years with Central Bank & Trust Co.
Lisa is Series 7, 65 and 66 licensed as well as Life and Health Insurance Licensed. She holds the Accredited Asset Management Specialist℠ designation from the College of Financial Planning and is a Chartered Wealth Advisor®. She is currently a member of Owensboro Estate Planning Council and Impact 100 of Owensboro.
Lisa served on the boards of the Barbeque Festival and Girls Inc and was a Christmas Day Volunteer at the Pitino Shelter for 25 years. She also served as a Junior Achievement Classroom Advisor for elementary school children and an Advisor for Junior Achievement’s After School Program. She continues to participate as an InvestWrite Judge, judging student essays for the Stock Market Game’s National Writing Competition.
Lisa grew up in Lexington, enjoys snow skiing and kayaking, and is an avid runner and fundraiser for St. Jude Children’s Hospital. She resides in Owensboro with her husband, Mark, and their dog, Fletcher.