Lorri Cisler, CPA, CFP®
Lorri Cisler is a Financial Advisor with Baird. Her mission is to provide clients with disciplined wealth management strategies. Through a structured financial planning process, she digs deep to get to the heart of the matter – what are her client’s hopes, dreams, aspirations and fears. Financial planning is Lorri’s passion – helping families plan for their future.
Lorri graduated Magna Cum Laude from the University of Wisconsin – Green Bay with a B.S. in Accounting. She began her career in public accounting during her final year of college, and passed the Certified Public Accounting exam in 1996. After a 10 year career in public accounting specializing in corporate and individual taxation, Lorri left the accounting industry to pursue a career in financial planning. She earned her CERTIFIED FINANCIAL PLANNERTM certification in 2007 and started her finance career at Merrill Lynch. She joined Robert W. Baird & Co. in March of 2012. Lorri holds her FINRA securities 7 and 66 licenses as well as her insurance licenses for the states of WI, FL, MI, AZ, IN, WA and SC.
Lorri is actively involved in many organizations. She previously served as President of Scholarships, Inc. and served on the Board Development Committee (as well as the Scholarship Selection Committee). Lorri is the Past President of the Board of Directors of the Golden House, domestic abuse shelter. She is a member of the WICPA and the Estate Planning Council of Northeast Wisconsin. Through the Estate Planning Council, Lorri has volunteered to conduct seminars in conjunction with St. Norbert College’s “Learning in Retirement” series on financial planning. Lorri is also a Budget Counselor for Green Bay Community Church in which she has served to help people in the congregation get their financial matters on track since 2012.
Lorri has been deeply involved with the Bay Area Humane Society and Animal Shelter serving on the Board of Directors for six years, three terms as the President. She has also held the Treasurer’s position as well as participated on the Executive Committee, Income Development Committee, Finance Committee and Board Development Committee. Lorri was selected as one of You Magazine’s “Women You Should Know” in 2010.
Lorri resides in Green Bay with her husband, Tim and dog, Chip. She is an avid cyclist, full and half marathoner and has competed on a USTA tennis team. Her passion for running has inspired her to volunteer for MyTEAM Triumph, an organization that helps individuals with disabilities feel the thrill of competing and crossing the finish line in a road race.
Allie joined Baird in 2011 and has 15 years of experience in the financial services industry starting her career at Smith Barney. She handles the administrative responsibilities for Lorri’s clients and is proud to share Baird’s values of honesty, integrity, transparency and a commitment to keeping clients first.
She is a native of Central Florida. She attended Southern Florida State College and served as a Legal Specialist in the US Army at Fort Carson, CO from 2001-2003.
Allie and her husband, Jeff, live in Oconto Falls with their son Jackson. She is an active volunteer in the community and serves on the board for the Oconto Falls Hoops Club. She enjoys playing softball, traveling, attending her son’s sporting events and recently became a certified scuba diver.