Lisa serves as a Senior Client Specialist for Baird. Her career began in 1982 with Robinson Humphrey/American Express in Nashville. She joined Hilliard Lyons in 1994 where she became Series 7 and Series 63 licensed. Lisa has a BBA undergraduate degree from Belmont University and a master's degree from Western Kentucky University with an emphasis in organizational communication. In 2007, she obtained the Chartered Wealth Advisor ® designation, having completed a curriculum concerning the varied aspects of wealth management. Lisa's focus involves client meetings and marketing.