Katterhenry Investment Group

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51 S Stanfield Rd
Troy, OH 45373
+1 (937) 335-6646

Katterhenry Investment Group, located in Troy, OH, is overseen by Lisa Katterhenry Howe, a seasoned financial advisor armed with a Bachelor’s degree in Finance from Miami University. Her impressive array of qualifications includes Series 7, 31, 63, and 65 securities registrations, alongside life insurance licenses. Lisa's professional prowess is further underlined by her certifications as a Chartered Retirement Planning Counselor (CRPC)SM, Chartered Mutual Fund Counselor (CMFC)SM, Accredited Domestic Partnership Advisor (ADPA), and CERTIFIED FINANCIAL PLANNER™ practitioner, complemented by a Master of Science degree in Financial Planning.

Specializing in wealth management for high net worth clients, Katterhenry Investment Group approaches financial planning with a comprehensive familial perspective. The intricate nature of these plans calls for a nuanced understanding, navigating through complexities that arise from diverse goals, varied personalities, and emotions across geographically dispersed parties. With a commitment to providing holistic financial solutions, the team at Katterhenry Investment Group excels in crafting dynamic strategies that address the multifaceted needs of their clientele.

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