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Lisa brings more than two decades of client service and investment industry experience to serving our clients, who have come to rely on her accessibility and knowledge.
Lisa has been with Smith + Howard Wealth Management since our founding in 1999. She is passionate about providing personal service to our clients. This commitment, coupled with her client service experience and extensive investment industry experience, make her a valuable asset to the firm and to our clients.
Lisa has lived in Atlanta for more than 20 years and has eight siblings. She serves on our Administrative Social Group.
Celina, Ohio
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