Who We Are

Lisa Lawhorn CFP®, EA

Tax Advisor

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 over 10 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 of three daughters, a son and several grandchildren. She enjoys spending time with her children and grandchildren, along with gardening, sailing, and kayaking.

Missions in The Dominican Republic

Invest In Your Life. We’ll Do The Rest.

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.