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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 with their two daughters Jessie, now away at college, and Jana, currently in high school. They are active in their local church where Lisa 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

Crescendo Planned Giving Conference

in Orlando, FL

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Recent

Karen Sillay attended

DILA Conference

in Las Vegas, NV

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Recent

Ray Tyler attended

Crescendo Planned Giving Conference

in Orlando, FL

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Recent

Karen Sillay attended

Missio Nexus Conference

in Orlando, FL

Learn More