Focus
Lisa combines her passion for event planning, marketing, and client service to help strengthen connections between our team, clients, and the community. She enjoys creating opportunities for engagement through events and outreach, while ensuring day-to-day operations run smoothly. Her focus is on delivering exceptional experiences that make clients feel informed, valued, and connected.
Background and Experience
Lisa began her career in the financial services industry in 2003, gaining experience across multiple areas of banking, from consumer and retail banking to commercial banking and leadership. Throughout her career, she developed a passion for building relationships, supporting clients, and leading high-performing teams.
Lisa joined Baird with more than 20 years of experience in client service, operations, and leadership. She has managed teams ranging from 8 to 76 employees and has extensive experience serving both retail and commercial clients. Known for her ability to foster meaningful relationships and bring people together, Lisa has successfully led teams of financial professionals dedicated to delivering exceptional client experiences.
Joining The Planning Group of the Northwest was a natural progression in her career. Lisa is passionate about strengthening connections with clients, supporting the team's continued growth, and creating opportunities for meaningful engagement within the community. She is excited to bring her experience, leadership, and commitment to service to help enrich the lives of those we serve.
Community involvement has always been an important part of Lisa's life. She has served on the Board of Habitat for Humanity, as Community Chair for Alaska Restore, and as Vice President of her homeowners association. She also served as President of the Asian Connection Network, partnering with the Alaska Asian Cultural Center to promote community engagement and cultural awareness. In addition, Lisa volunteers with Bridge Builders of Anchorage and previously served as Events Chair for the Alaska Women's Network, supporting organizations such as STAR and AWAIC through fundraising and community outreach initiatives.
Personal Life
Lisa has been married to her husband, Richard, since 2004. Together, they have two children, Sarah and Ayden, along with three beloved dogs: two Miniature Dachshunds, Rosie and Roxie, and a Yellow Labrador, Rubie. Family is at the center of Lisa's life, and she treasures time spent with her close-knit family, including her mother, in-laws, five siblings, four nieces, and a nephew.
In her free time, Lisa enjoys getting lost in a good book, exploring different cultures through cooking, and traveling with family and friends. She values experiences and believes some of life's greatest joys come from trying new things and embracing opportunities as they arise.
A philosophy Lisa lives by is: "If it's meant to be, it will be. Just experience life." This outlook guides both her personal and professional life, encouraging her to approach each day with optimism, gratitude, and an open mind.