Lyssa joined Baird in 2020 as an intern with the Kindler Henrickson Group. After working with the team for a year, she was accepted into Baird’s Foundations Program, where she spent nearly two years gaining invaluable experience in a rotational program, working with departments such as Baird Research, Financial Planning, Investment Solutions and Private Wealth Management. She then re-joined the Kindler Henrickson Group, working with clients since November 2022 and completed her Financial Advisor Training in June 2023.
She carries a passion for financial planning and helping families, individuals, and their next generations reach their financial and personal goals. Lyssa’s attention to detail and ability to make concepts easy-to-understand can ensure clients will feel confident and informed when making decisions. She encourages an “Open Door Policy” where all questions are welcome.
Education/Experience
Lyssa graduated from the University of Wisconsin – Madison with a Bachelor of Business Administration degree in Finance, Investment, and Banking. She also has a Certificate in Wealth Management, a CFP Board accredited program. In addition to holding the Series 7 and 66 licenses, she is licensed in Life and Health Insurance, and is a CERTIFIED FINANCIAL PLANNER®. Lyssa and Jess Henrickson regularly teach retirement planning workshops through various educational institutions in the Southeast Wisconsin area.
Community Involvement
Lyssa enjoys volunteering with local organizations such as the United Way, especially during Baird Gives Back Week. Lyssa is passionate about financial literacy and volunteers at several recreation departments to teach classes throughout the year.
Personal
Lyssa grew up in Mequon and now lives in Shorewood. She loves to spend time with family & friends, travel, and try new restaurants. She enjoys outdoor activities like running, skiing, and spending summer weekends on the lake.