Katterhenry Investment Group of NEST Capital

Hours: Lisa Katterhenry Howe 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)SM, Chartered Mutual Fund Counselor (CMFC)SM, Accredited Domestic Partnership Advisor (ADPA), and CERTIFIED FINANCIAL PLANNER™ practitioner 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.

• 0.93 miles

  

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