Advisor Insights

A Different Beat

Morningstar

By Charles Keenan

Transition is nothing new to Lisa Kirchenbauer. She has played percussion since she was 9, and today belongs to a community concert band, where she navigates marches, show tunes, and classical arrangements. For any given composition, she might be shuttling among six instruments, such as the snare drum, cymbal, and tambourine, often playing two simultaneously—in both bass and treble clef—while thinking about what instruments come next. It’s a skill that has served her well as a financial planner focusing on clients in transition in their lives. “There are times you have to juggle multiple demands,” she says. “Percussion has helped me do that better.”