Lisa P. Baer, MA

Financial Planner

Phone 913-890-4686   Fax 913-890-4499

Lisa has over 35 years of experience in the financial services industry.  As a seasoned financial planner, Lisa has worked with clients of all backgrounds, striving to understand their unique situations and helping them to achieve their goals for the future.   

Before she was a financial planner, Lisa worked as a counselor and then was eventually promoted to executive director at a surgery center.  Over the years, she has been involved in many not-for-profit organizations.  Lisa has a heart for serving people.

Lisa graduated from the University of Missouri, Kansas City (UMKC), with a B.A. degree in psychology.  She then continued on to earn her Master’s degree in psychology from UMKC.  

Lisa is an animal lover and enjoys spoiling her dogs.  In her spare time, Lisa can be found spending time with friends or reading a good book.