Lisa has a Bachelor’s degree in Finance from Miami University and holds her Series 7, 63, and 65 securities registrations and life insurance licenses. She is a financial advisor with Chartered Retirement Planning Counselor (CRPC™), Chartered Mutual Fund Counselor (CMFC™), Accredited Domestic Partnership Advisor (ADPA™), Certified Divorce Financial Analyst (CDFA®)1, CERTIFIED FINANCIAL PLANNER® practitioner, Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA™), and Chartered Financial Consultant (ChFC®) designations. She has also completed her Master of Science degree in Financial Planning.
Wealth management for high-net-worth clients often involves a holistic familial approach. Such plans are complex, dynamic, and often involve conflicting goals, personalities, and emotions among parties spread far and wide geographically. Continuous training, intent listening, creative problem solving, collaboration with attorneys and accountants, and our team’s extraordinary services helps us maintain lifelong relationships with multiple generations of client families. Lisa has been recognized on the Forbes’ Best–in-State Wealth Advisors2 list for years 2018-2025 and has earned the Wells Fargo Advisors Financial Network Platinum Council distinction3 for years 2013-2026. Lisa is vital in strategizing amongst our high-net-worth clients’ attorneys, accountants, and our Wells Fargo Centers of Excellence. She and Eric Haubert (Owner, Senior Financial Advisor) spend most of their time leading and mentoring the Katterhenry Investment Group team and NEST Capital ecosystem, helping ensure our team is built to last for generations to come.
Lisa lives in Dublin, Ohio, with her husband, Chuck. Their son, Ethan, is a student at Alabama; Their daughter, Charley, is studying at the University of South Carolina. They have two beloved cats and their favorite charity to volunteer for is Colony Cats (& Dogs). Their family is always on the go with a large extended family and a passion for adventure and travel.
“We’re in this founders’ club because it brings together ambitious, entrepreneurial people whose diverse skills, experiences, and perspectives create a built‑in advisory board that accelerates our growth, sharpens our decisions, and multiplies the opportunities we can’t create alone.”
2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24 (Source: Forbes.com) The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Wells Fargo Advisors Financial Network Platinum Council 2013 – 2023
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
Wells Fargo Advisors Financial Network Platinum Council 2024-2026
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC.
NEST Capital is a separate entity from WFAFN.
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