Lisa Baab has been a dedicated team member at Kehoe Financial Advisors since 2007. A graduate of Cedarville University, she began her career at the firm as an administrative assistant, where her exceptional work ethic and attention to detail quickly set her apart. Recognizing her dedication and expertise, she was promoted to the role of Paraplanner in 2012 after successfully passing the Series 11 exam.
In her role as a Paraplanner, Lisa is instrumental in the firm’s operations. She assists in preparing comprehensive financial analyses for clients, ensuring that all data is meticulously reviewed and organized to support effective financial planning. Lisa also plays a key role in facilitating the execution of buy-sell orders for the advisors, contributing to the seamless delivery of investment services. Additionally, she is actively involved in developing and implementing client educational programs, helping to empower clients with the knowledge needed to make informed financial decisions.
Outside of her professional life, Lisa is deeply committed to her family and community. She and her husband, Brian, reside in Pleasant Run and are the proud parents of three daughters: Michelle, Melissa, and Brittany. Lisa is also an active member of Faith Fellowship Church, where she serves as a youth leader, guiding and mentoring young people in their spiritual journeys.
Lisa’s passion for helping others, both in her career and community, reflects her unwavering commitment to service and excellence.