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Lisa graduated from Miami University in 1991 with a Bachelor of Science in Finance. Her career began as a Registered Representative and Senior Retirement Plan Specialist at Fidelity Investments. She has several years of tax preparation experience at both national and regional accounting firms. Lisa earned the IRS Enrolled Agent designation in 2013. Prior to joining Wealthquest, Lisa worked in operations support at Charles Schwab and operations management at a local wealth management firm. She earned her CFP® designation in 2016.
Lisa is married and has a blended family including three daughters, a son and a grandson. Lisa enjoys spending time with her 4 children and grandchildren, along with hiking, kayaking and traveling.
Missions in The Dominican Republic, Forest Conservation
Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of fiduciary professionals all under one roof, for one simple fee. Wealthquest is a fee-only financial planning and wealth management firm focused on the integration of your life and finances. Regardless of your account size or stage of life, our firm can help.
50 E-Business Way
Suite 120
Cincinnati, OH 45241
T: 513.530.9700
F: 513.530.9776
info@wqcorp.com
Mon – Thur 8AM – 5PM
Friday 8AM – 12PM
Sat – Sun Closed
2211 York Rd
Suite 210
Oak Brook, IL 60523
T: 630.581.3580
F: 513.530.9776
info@wqcorp.com
Mon – Thur 8AM – 5PM
Friday 8AM – 12PM
Sat – Sun Closed
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