Lisa S. Walls, CFP®
Vice President, Financial Advisor
Lisa has been a member of our Wealth Management Team since 2001, and her experience serving wealth management clients spans over 25 years. She feels fortunate to have had the honor of developing long-term, mutually-rewarding relationships with her clients and their families over the course of her career.
A Certified Financial Planner™, she has expertise in relationship-building and engagement management, and is regarded as an advisor who builds trust and manages client needs in practical and productive ways. Her diligence in seeking closure and implementing planning recommendations is appreciated by our clients and has become embedded not only in our culture of service, but also in our firm-wide practice standards.
Lisa holds a bachelor’s degree in finance from The Ohio State University and is a member of the Financial Planning Association. A Hilliard resident, she derives her greatest joy spending time with her husband and two daughters.