Lisa S. Walls, CFP^®

Vice President, Director of Financial Planning

Lisa's experience serving sophisticated wealth management clients spans over 25 years and includes a keen insight into relationship building and engagement management. She has a proven ability to build trust and to manage client needs in practical and productive ways. Her approach and diligence in seeking closure and implementing planning recommendations has brought significant value to our clients.

Over time, each of these value-added attributes has been imbedded into our culture of service and our firm-wide practice standards.

Lisa is a Certified Financial Planner, holds a bachelor's degree in finance from The Ohio State University and is a member of the Financial Planning Association.


Email: lsw@hamiltoncapital.com