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Lisa Smith

lisa@cornerstonemgt.net

Professional

Mrs. Lisa Smith joined Cornerstone in 1996 and is currently the Compliance Manager. She manages the administration and testing of the firm's compliance program. She also lends her eye for detail to our adminstrative team in the preparation of Charitable Remainder Trust tax returns.

Experience

Mrs. Smith was an English teacher prior to coming to Cornerstone. She has also assisted in coordinating events, developing marketing materials, and maintaining donor records for a non-profit organization.

Education

BA English, Magna Cum Laude, Southwest Baptist University, Bolivar, MO - 1992

Personal

Lisa and her husband Bill live in Duluth. Their daughters, Jess and Jana, are both currently in college. She is active in their local church and sings in the choir. She also serves on the ministry team and provides administrative support for a local non-profit organization.

 

Appearances

Recent

Bryan C. Taylor spoke at

ABACC Conference

in Orlando, FL

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Recent

Karen Sillay attended

ABACC Conference

in Orlando, FL

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Recent

Bryan C. Taylor spoke at

CLA Outcomes Conference

in Dallas, TX

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Recent

Karen Sillay attended

CLA Outcomes Conference

in Dallas, TX

Learn More