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Lisa Curles Senior Client Service Specialist Click To Learn My “Why”

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.

I take a personal interest in the clients I work with. Developing genuine relationships with them allows me to more fully understand their needs, concerns and goals – which in turn helps us provide support and advice that is geared specifically to their situation.
  • Marcy’s Mulligan Annual Charity Golf Tournament (Planning Committee)
  • Alzheimer’s Association

Celina, Ohio

Interests + Hobbies
  • Photography
  • Travel
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Tim F. Agnew Managing Director
Julio Barahona Director of Operations
Jeff M. Brandon Senior Wealth Planner
Jace Brooks Wealth Advisor
Elijah Hooker Investment Analyst
Robert L. Kaercher Wealth Manager
Michael Mueller Senior Financial Planner
Valerie Nichols Director of Investments
Stephanie Roberts Senior Client Service Specialist
Brad Swinsburg Partner + Chief Investment Officer