Meet Lisa
Lisa Katterhenry Howe
- Senior Financial Advisor
- Owner
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)TM, Chartered Mutual Fund Counselor (CMFC)TM, Accredited Domestic Partnership Advisor (ADPA)TM, Certified Divorce Financial Analyst (CDFA®)3, CERTIFIED FINANCIAL PLANNERTM practitioner, and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA™) 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 2018-2022 and has earned the Wells Fargo Advisors Financial Network Platinum Council1 distinction for years 2013-2022. 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 three beloved cats 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.
CA Insurance License Number: 0D65744. Resident State OH.
Lisa lives in Dublin, Ohio, with her husband, Chuck, and their teenage children, Ethan and Charley Kate. They have three beloved cats 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.
CA Insurance License Number: 0D65744. Resident State OH.
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1The Platinum Council (previously known as 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
22024 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 (Source: Forbes.com). 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.
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.
22024 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 (Source: Forbes.com). 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.
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.