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 and her family enjoy hiking, kayaking and traveling.
Missions in The Dominican Republic, Forest Conservation