Eric is a finance professional with a drive for excellence and a deep commitment to his clients and his Team. With a Bachelor’s degree in Finance from the University of Dayton and holding key securities registrations—including Series 24, 6, 7, 63, and 66—he helps ensure clients receive top-tier financial guidance.

On the personal financial advising front, Eric goes beyond tradition by traveling the country to meet clients in the comfort of their own homes and workplaces, fostering long-term relationships and providing hands-on financial support. Throughout his 30+ year career, Eric has consistently been a leader in asset management due diligence, where he collaborates closely with investment strategists and senior management to stay ahead of market trends, helping to keep him at the forefront of the industry. His hard work and precision in these endeavors have earned him a place in the Wells Fargo Advisors Financial Network Platinum Council every year from 2007 to 2025, along with Forbes’ prestigious Best-In-State Wealth Advisor recognition from 2018 through 2025.

Believing deeply in the notion that successful long-term planning for client families is muti-generational on both the family as well as the advisory team levels, and being laser focused on helping make sure client families never outgrow or outlive NEST Capital, Eric also works extensively in adding to the NEST Capital family of Advisors. Eric’s goal is to build a legacy team that lives into perpetuity, and as more successful and like-minded financial professionals from across the country choose to make NEST Capital their forever home to provide their services to families that mutually agree to work with us, that goal becomes closer to reality.

Rooted in being an Eagle Scout, Eric values the outdoors and actively supports initiatives like the 4Ocean Project. For Eric, boating is also more than a hobby; it’s a way of life and splitting free time between Florida and at home on Indian Lake in Russells Point, Ohio, you’d likely find Eric out on the water with his wife, Kristen, and their daughters, Maribella and Madeline.

CA Insurance License Number: 0D68746. Resident State OH.

¹2024 & 2025 Platinum Council Disclosure: 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. 2023 and prior Platinum Council disclosure: 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.

²2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. The Forbes Best-in-State Wealth Advisors 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.

Lisa has a Bachelor’s degree in Finance from Miami University and holds her Series 7, 31, 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 Advisor² list for years 2018-2025 and has earned the Wells Fargo Advisors Financial Network Platinum Council distinction³ for years 2013-2025. Lisa is vital in strategizing amongst our high-net-worth clients’ attorneys, accountants, and our Wells Fargo Centers of Excellence. She and Eric* spend most of their time leading and mentoring the KIG 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.

*Eric Haubert, Owner, Senior Financial Advisor, Registered Principal

CA Insurance License Number: 0D65744. Resident State OH.

¹ The use of the CDFA^® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
² 2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com).2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. The Forbes Best-in-State Wealth Advisors 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.
³ 2024 & 2025 Platinum Council disclosure: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. 2023 and prior Platinum Council Disclosure: 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.

Moe Zayed is an accomplished finance professional with over 8 years of experience in the finance industry and a strong background in management spanning over 9 years. He has held various roles including Banker, Financial Advisor, and Director of Estate Operations before joining our team in 2023. As our Compliance Coordinator, Moe leverages his expertise to manage the daily compliance workload, ensuring adherence to all relevant rules and regulations by monitoring, reviewing, and approving/denying necessary supervisory and compliance materials. His proficiency is demonstrated through his possession of FINRA Series 7, 66, 9, 10, and 99 security registrations, showcasing his commitment to maintaining high standards in financial services.

Originally from Cleveland, Moe relocated to Columbus three years ago with his wife, Megan, and daughter, Sabrina. In May 2024, they welcomed another daughter, Leila, to their lovely family. Outside of work, Moe finds joy in fishing and exploring the world with his family, having visited captivating destinations such as Iceland, Jordan, Japan, Korea, Italy, and Spain. He continues to plan more adventures, embracing a well-rounded lifestyle that balances professional excellence with enriching personal experiences.