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 Associate Branch Manager for the La Crosse Branch. She is part of The Klos Group, who are 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 live in Holmen and have 2 children. They enjoy travelling, hiking, boating and spending time with family.