Our People

Our People

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

Financial Services Coordinator

Lisa has spent more than 15 years in the financial services industry, working within the investment community and with senior management. 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. Lisa has 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, and for a mutual fund company in both the marketing and compliance departments. She is involved in the community, serving as chair for a non-profit endowment fund committee for the past six years. An active member of her church and supporter of her two daughters’ activities, Lisa divides her spare time between chauffeuring to soccer, basketball, diving, gymnastics, cello and flute, and book club.

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