Julie Bradsher CFP®

Financial Advisor

Julie leads BBG Financial Planning as a CERTIFIED FINANCIAL PLANNER™ professional, offering comprehensive wealth management to families and businesses of Bay Business Group.  After joining Bay Business Group in 2004 she realized the need among small organizations for effective, affordable and objective financial services, especially as it relates to small business owners. As a result, she started BBG Financial Planning in 2007.  Her specialty is in partnering with Bay Business Group to provide custom, tax-optimized solutions that look at the entire financial picture.

In addition to holding her CFP® designation, she is a licensed financial advisor, having passed the FINRA Series 7 and FINRA Series 66  licensing exams in 2007 and obtained her insurance licenses in 2009.  She also has 25 years of experience in strategic planning and research, and manages the human relations function for Bay Business Group.

Julie participates on the CFP Board for the examinations committee. She has also served as PTA president at her son’s school for two terms, and has served on and chaired numerous committees at her church.   Her free time is spent sailing on the Chesapeake Bay with her husband and son.

Lisa Toews-Daugherty CRPS®

Financial Advisor
Director of Operations & Planning, BBGFP
lisa@bay-biz.com

Lisa has spent more than 20 years in the investment community and brings a broad range of experience to our clients.  Prior to joining BBG Financial Planning in 2011, Lisa worked for a publicly traded company in investor relations, for a non-profit providing retirement plans to the public sector in the investment management division, for a mutual fund company in marketing, for a regional brokerage firm, and for a national brokerage firm as a financial planner and advisor. Lisa earned a B.S.B.A. in finance and marketing, Cum Laude, from the University of Richmond and her M.B.A from George Mason University with a thesis on Corporate Governance in Small Companies. A wife and mother of two daughters ages 17 and 20, she is involved in the local community, an active member of her church, and an avid reader and gardener

Laura Fisher

Wealth Management Specialist

Laura joined Bay Business Group as a Bookkeeping Specialist, but realized her true calling is in the financial planning field and moved to BBG Financial Planning as a Wealth Management Specialist.  A political junkie, Laura graduated from Dickinson with her B. A in Political Science and then obtained her M.P.P. from American University.  She spent time on Capitol Hill before transitioning to management consulting at PricewaterhouseCoopers (PwC).  When not watching C-Span, Laura is an avid volunteer with her church and dedicated 5 years to the after-school Shakespeare Program at her children’s elementary school.