Eric J. Haubert

Eric J. Haubert

    • Senior Financial Advisor
    Eric has a Bachelor’s degree in Finance from the University of Dayton and holds his Series 3, 6, 7, 63, and 66 securities registrations and life insurance licenses. He is also a Series 24 Registered Principal. Eric’s work ethic and attention to detail have repeatedly earned him the Wells Fargo Advisors Premier Advisor1 distinction as well as recognition from Forbes as a Best-In-State Wealth Advisor2. We strive to help clients live their best life, and in doing so over the years, we’ve assisted with and witnessed a clientele migration to all our country’s coastal regions along with plenty of places in between. Since our Team’s beginning in the early 1990’s, spending time with clients in their own homes or place of work has always been the cornerstone of our service commitment, and Eric continues that tradition by traveling all across the country to meet our elite clientele and their new neighbors they’ve been kind enough to refer to us. He feels that consistent effort and commitment to integrity have always been the building blocks for our solid base of clients, and it’s those referrals to client’s friends and family that validate that commitment. Eric also spearheads the group’s asset management due diligence by holding extensive meetings, interviews, and conference calls with senior management, market strategists, research analysts, mutual fund companies, and annuity firms. He works closely with Wells Fargo Advisors leaders and served on their Licensee Advisory Board of Independent Practices in 2012 and 2013. Eric is an Eagle Scout who enjoys and supports outdoor activities and programs, such at the 4Ocean Project. Living on Indian Lake in Russells Point, Ohio, affords Eric the opportunity, along with his wife, Kristen, and their daughters, Maribella and Madeline, to spend much of their free time out on the water—all things boating are family favorites.
     Lisa Katterhenry Howe

    Lisa Katterhenry Howe

      • Senior Financial Advisor
      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)SM, Chartered Mutual Fund Counselor (CMFC)SM, Accredited Domestic Partnership Advisor (ADPA), and CERTIFIED FINANCIAL PLANNER™ practitioner 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 the team’s extraordinary service help her maintain lifelong relationships with multiple generations of client families. The cumulative effect of these efforts has earned Lisa a spot on the Forbes’ Best–in-State Wealth Advisor2 list and the Wells Fargo Premier Advisor1 distinction. Lisa spearheads the team’s client outreach and education initiatives, with a focus on our Premier Client Group. Lisa lives in Dublin, Ohio, with her husband, Chuck, and their teenage children, Ethan and Charley Kate. They have two beloved cats, Rainbow and Bixen, and their favorite charity to volunteer for is Colony Cats (& Dogs). Their family is always on the go with sports, a large extended family, and a passion for adventure and travel.
      Charles B. Clutter

      Charles B. Clutter

        • Senior Financial Advisor
        Chuck has a Bachelor’s degree in Industrial and Systems Engineering from The Ohio State University. He holds his Series 3, 7, 8, 63 and 65 securities registrations, as well as his life insurance license. Chuck formerly worked for a major US brokerage firm as a Branch Manager and Financial Consultant, before moving his practice to the independent channel of Wells Fargo Advisors Financial Network. Chuck has been in the business for over 30 years and enjoys working with his well-established client base on the investment plans and strategies they have carefully cultivated over multiple decades. He lives in Westerville with his wife, Jill. Their son, Jay, received his MBA from the Fisher School of Business at The Ohio State University and currently works for a major regional bank in Columbus. Chuck and his family are passionate about cancer research, to which they enjoy giving through Pelotonia.
        Kerri A. Bergman

        Kerri A. Bergman

          • Financial Advisor
          Kerri works primarily from our Troy office location, but frequently travels north and south on I75 from Cincinnati through Lima, visiting clients in their homes, businesses and our Minster, Ohio meeting space. She 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 has Chartered Retirement Planning CounselorSM and CERTIFIED FINANCIAL PLANNER™ practitioner designations. Prior to joining Katterhenry Investment Group, Kerri worked at a major U.S. brokerage firm for nine years. Her experience working with stock options, deferred compensation, and other benefits offered to highly compensated employees is a great asset to the team. Kerri spearheads the group’s asset allocation, investment selection, and advisory implementation. She takes great pride in working closely with clients to deliver a disciplined process, designed to allow the different pieces of their financial life to work together to build and preserve their wealth. She enjoys being active in the community and spending time with family and friends. Kerri was born and raised in Minster, which is where she is raising her three children: Alayna, Jonathan, and Cameron. Kerri’s dedication to her clients’ success comes quite naturally from her upbringing rooted in strong family ties, a strong work ethic and a strong sense of commitment to neighbors, friends and community.
           Darrin Haubert

          Darrin Haubert

            • Financial Advisor
            Darrin graduated from the University of Dayton with a degree in Business and worked in the telecommunications industry for 12 years as a Project Manager, prior to joining the Katterhenry Investment Group team.  His background ​in technology, detailed organization and follow-through, has provided significant benefits for his clients and our entire team. Darrin holds his Series 7 and 66 securities registrations as well as his life insurance licenses. Darrin’s mission is to help clients plan for a financial future in a way that best meets their individual goals. He is the cornerstone advisor for our Bellefontaine office.  His wife, Katie, is the Bellefontaine High School Marketing Management teacher and very active in the business community as the DECA advisor. Darrin and Katie are intensely dedicated to their professional communities.  Darrin is currently Board President for the Indian Lake Area Chamber of Commerce, past Chairman of the Board for both Hilliker YMCA and YMCA Camp Willson in Logan County, Board Member for Rotary International in Bellefontaine, and a volunteer for Friends Serving Friends at Indian Lake. He feels understanding his clients is aided by his clear understanding of their environment and extended family and it is strengthened by laboring for the causes that are dear to them. Darrin enjoys snow skiing, boating, golfing, hiking, and hunting. Darrin and Katie live on Indian Lake with their two young sons, Charlie and Andrew; and their Australian Shepherd, Sidney.
            Kasey Massie-Yeagle

            Kasey Massie-Yeagle

              • Chief Operations Officer
              Prior to joining our group in 2007, Kasey spent her days being a mom, her nights being a student, and her weekends parenting, studying, and working. She previously worked in inventory management and office administration. Needless to say, she sold us on her juggling skills (no, not literally!). Shortly after joining our group, Kasey obtained her bachelors of science in accounting degree from Wright State University. Then, she went on to obtain Series 7, 24, and 66 securities registrations; and life, accident, and health insurance licenses. Kasey handles all operations for every branch of the practice—from internal management to compliance to client outreach and special projects. Kasey lives in Butler Township, Dayton, with her husband, Steve, and their sons, Kyle and Xavier. With Kyle being a teenager and Xavier being a preschooler, Kasey and Steve spend the majority of their spare time indoors and outdoors playing sports, games, or watching movies with their boys at their sides. Their family donates their time and money to the schools Kyle and Xavier attend. Kasey also likes to travel, dance, and partake in beer tastings, all of which she looks forward to doing more and more of in the future.

              Support Staff

              Angie Martin

              Angie Martin

                • Bellefontaine Client Service Coordinator
                Angie comes to us with many years of experience in customer service and office management, so she is well versed in flexibility and a rapid pace. Angie coordinates all administrative services for our Bellefontaine clients. She takes care of their account openings, transfers, rollovers, IRA consolidations, distributions, and changes to beneficiaries, addresses, etc. She makes sure both your deposits and retirement income are accurate and timely. Let Angie know when you experience any life events (including marriage, children, and moves), and she will assist you in changing your account titles and beneficiaries to keep up with your life. Angie resides in Bellefontaine. Outside of work you will find her shopping at the Logan County Farmers Market and enjoying the local coffee shops. She’s a devoted fan of the Shifferly Road Band from Bluffton, OH. She also attends First Christian Church of Bellefontaine and supports their endeavors as well. And when her son from South Carolina comes to visit, she makes sure to squeeze in some Mad River Mountain time.
                Deby Feathers

                Deby Feathers

                  • Troy Client Service Coordinator
                  Deby coordinates client account servicing in our Main Office, located in Troy, Ohio. Deby brings with her many years of experience in the mortgage banking industry. Coupled with her positive attitude, she uses her skills and knowledge to assist in providing superior service to all of our clients and potential clients. She is often the first face you see and first voice you hear! Deby makes sure that when you inform us of life events, which change things for you and your family, we get your accounts updated accordingly. Anything from moving to getting married—that’s her area of expertise. Deby lives in Troy with her great-nieces, Kylie and Allie. She enjoys the outdoors, reading, and church activities. However, one of Deby’s greatest joys in life is being able to love, nurture, and teach children, which she gets to do every week being a Sunday School Teacher at her church. She is also an animal lover so she can often be spotted caring for neighborhood strays, as well as all of her own domesticated animals.
                  Jessica Downing

                  Jessica Downing

                    • Client Service Associate
                    Jess serves as the Client Service Associate in the Upper Arlington office. She joined Katterhenry Investment Group with a Bachelor’s degree in Family Financial Services from The Ohio State University, and also holds her Series 7 securities registration and her life insurance license. Jess handles all client administrative requests that come through the Upper Arlington office. Jess lives in Columbus and enjoys trying new restaurants and attending live concerts.
                    Leslie Arnold

                    Leslie Arnold

                      • Troy Asset Flow Coordinator
                      Leslie comes to us with many years of experience in office management within the technology sector, so having to quickly adapt to the environment around her is second-nature. Leslie coordinates all new business and asset flow for our Troy clients. Whether it is an existing client or a brand new relationship, she takes care of account openings, transfers, rollovers, IRA consolidations, and distributions. If you are retired and need income from the investments you hold with Katterhenry Investment Group, Leslie will handle your request efficiently. Leslie resides in her home town of Troy with her husband, Patrick, and their children, Gwen and Alex. The four of them avidly enjoy outdoor activities that revolve around water and camping, when given the opportunity. Leslie donates a lot of her spare time to Gwen’s jump roping team. Not only does she love living the experience through her daughter, but also being able to help out with the amazing experiences this brings to the kids gives Leslie drive and passion. If you haven’t heard of the Troy Pop Rocks jump rope team, you may want to check them out!

                      1 The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production, completion of educational components and professionalism.

                      2 Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.