Lorri Cisler is a Financial Advisor at Baird, passionate about helping clients achieve their goals through disciplined wealth management and personalized financial planning. She takes time to understand what matters most—clients’ hopes, dreams, and concerns—so she can create strategies that support their future.
Lorri graduated Magna Cum Laude from the University of Wisconsin–Green Bay with a B.S. in Accounting and began her career in public accounting, earning her CPA designation in 1996. After a decade specializing in taxation, she transitioned to financial planning, earning her CERTIFIED FINANCIAL PLANNER™ certification in 2007. Lorri joined Baird in 2012 and holds FINRA Series 7 and 66 licenses, along with insurance licenses in multiple states.
Active in her community, Lorri has served as President of Scholarships, Inc., President of the Board for Golden House, and on the Board of Directors for the Bay Area Humane Society. She is a member of WICPA and the Estate Planning Council of Northeast Wisconsin and has volunteered as a Budget Counselor at Green Bay Community Church.
Lorri was recently recognized as a 2026 Forbes Top Women Wealth Advisor Best-in-State published on 2/4/26 by Shook Research. Rankings are based on data as of June 30th, 2025. This is the fourth year she has held this honor.
Lorri is blessed to live in Rio Verde, Arizona in the Tonto Verde golf community for 7 months of the year with her husband Tim and their dog, Chip. She also lives in Green Bay, Wisconsin during the summer months. Outside of work, Lorri enjoys cycling, running marathons, and playing golf.