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 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



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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000