Our Team


Katterhenry Investment Group


 


Eric J. Haubert and Lisa Katterhenry Howe, along with three full and one part-time staff member, comprise the Katterhenry Investment Group.  The group was founded by Lisa’s father, Kevin Katterhenry, in 1989. Kevin had more than 25 years experience in the investment business through securities and real estate. Eric and Lisa started working with Kevin in the early 1990s, and then began taking over the retail side of the business in 1997. This transition was complete in 2001. Now, our team is at home in association with Wachovia Securities Financial Network, where we manage approximately $170 million in client assets as of October 2006. We feel Wachovia Securities Financial Network's infrastructure and commitment to individual investors provide the support we need to fulfill our own philosophies, values, and goals for client relationships.



 


 


Eric J. Haubert


Senior Financial Advisor


 



Eric has a Bachelor’s degree in Finance from the University of Dayton and holds his Series 6, 7, 63, and 66 securities registrations and life insurance licenses. He is also a Registered Principal with his Series 24 security registration.  He holds extensive meetings, interviews, and conference calls with senior management, mutual fund companies, and annuity firms. From the beginning Eric’s work ethic and attention to detail have been exemplary. He feels that making a consistent effort and earning a reputation for integrity have been building blocks for his solid base of clients. Eric is an Eagle Scout who enjoys and supports outdoor activities and programs. He lives on Indian Lake in Russells Point with his wife, Kristen.


 



Lisa Katterhenry Howe


Senior Financial Advisor


 


Lisa has a Bachelor’s degree in Finance from Miami University and holds her Series 7, 31, 63, and 65 securities registrations and life insurance licenses. She is a Chartered Retirement Planning Counselor, a Chartered Mutual Fund Counselor, and a CERTIFIED FINANCIAL PLANNER ™ certificant.  She was named one of "America's Best Financial Planners" by the Consumer's Research Council of America for 2005-2006, which was based on subjective criteria such as experience, training, professional associations and financial certifications.  She completed her Master's of Science degree in August 2006.   Lisa spearheads the team’s client outreach initiatives by coordinating educational opportunities and client appreciation events throughout the year. She feels strong family ties and values, along with continuous training and a commitment to providing extraordinary services, help her in maintaining lifelong relationships with every generation of client families. Lisa is active with the local chambers of commerce, United Way, and Optimist Club. She lives in St. Marys with her husband, Chuck, their son, Ethan and their daughter, Charley Kate.


 






Support Staff:





 


Marcia Doncaster - Operations Manager




Marcia has been with us for 11 years and serves as our operations/office manager.  Marcia enjoys her rural home where she lives with her husband, Dan, and their many animals.  She shows Arabian horses, placing 9th in the country in the Trail Obstacle event at the 2006 U.S. Arabian Nationals!  She is also President of the Ohio Valley Arabian Horse Association.  Marcia and Dan have a grown son, Phillip.


 


 




Elizabeth Kane - Client Outreach Manager





Liz has a diverse array of responsibilities in her role as client outreach manager.  She takes care of changes such as addresses, beneficiaries, etc.  She is constantly maintaining and improving a detailed database of client information such as birthdays, anniversaries, email addresses, cell phone numbers, alma maters, hobbies, and extended family information.  She uses this information to organize our quarterly themes and special events.  In her spare time, Liz enjoys scrap-booking, photography and spending time with family and friends.  She also takes pleasure in cooking and working on her new home in Troy.



 










Tish Kurtz - New Account Manager





 Tish is our newest full-time team member.  She comes to us with many years experience in the banking industry, so customer relations and problem solving have become second-nature to her.  Tish coordinates all new business.  Whether it be from an existing client or a brand new relationship, she takes care of account openings, transfers, and rollovers.  Tish lives in Laura with her husband, Matt and their son, Jesse.


 


 


Kasey Massie - Intern


 Kasey is our part-time intern, currently working on her B.S. in Financial Services.  She lives in Huber Heights and has a 5 year-old son, Kyle.  Between work, school, and parenting, she doesn't have a lot of time for hobbies currently.  She does, however, have a passion for travel and looks forward to doing more of that in the future.