Lisa Benjamin is a dedicated financial advisor who recently joined Baird, bringing a deep passion for helping clients achieve financial independence and clarity in their long-term goals. With an AAMS™ (Accredited Asset Management Specialist™) designation and over four years of experience in financial advising, Lisa offers thoughtful, personalized guidance rooted in empathy and expertise.
Her approach is shaped by powerful personal experiences—losing her significant other to cancer in 2008 and watching her 102-year-old grandmother live independently—both of which taught her the importance of proactive, values-based planning. Lisa is committed to helping individuals and families build secure retirements and lasting legacies with confidence.
Prior to joining Baird, Lisa built a strong foundation of client service and leadership at Edward Jones, and earlier in her career, she earned multiple awards as a general manager at Coach. She is known for creating lasting relationships grounded in trust, care, and performance.
Deeply community-minded, Lisa volunteers with the Skagit Valley Domestic Violence agency and is a devoted advocate for animal welfare. She lives her values every day—and shares her home with two beloved rescue dogs.