Lisa started her investment career with Baird in 1999. She has completed her FINRA Series 7 and 66 securities licenses, and also her Series 9 and 10 supervisory licenses. Currently, she serves as the La Crosse Branch Administrative Supervisor. She is also an Assistant Vice President and is part of The Klos Davies Group, who is a team of financial professionals that provide numerous investment management, retirement planning and wealth management strategies to individuals, families, businesses and organizations. Lisa brings significant knowledge and expertise to the La Crosse branch while continuously delivering the highest level of service to our clients.
Lisa and her husband, Carl, reside in Holmen with their two children. In her free time, she enjoys camping, running and boating with her family.