Meet Lisa

 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), Certified Divorce Financial Analyst (CDFA)3, and CERTIFIED FINANCIAL PLANNERTM 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. Lisa has been recognized on the Forbes’ Best–in-State Wealth Advisor2 list for years 2018-2021 and has earned the Wells Fargo Premier Advisor1 distinction for years 2013-2021. 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.
    1The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients

    2Ranking algorithm is 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.

    3The 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.