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.
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.
BA English, Magna Cum Laude, Southwest Baptist University, Bolivar, MO - 1992
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.
May 10, 2020
CLA Outcomes Conference