Katterhenry Investment Group of NEST Capital

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Lisa Katterhenry Howe Senior Financial Advisor Lisa 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), Certified Divorce Financial Analyst (CDFA)3, and CERTIFIED FINANCIAL PLANNERTM 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

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