5101 South 27th Street
Greenfield, WI 53221
"I give clients throughout the Milwaukee metropolitan area the opportunity to understand options, discover opportunities, and aim to enjoy accomplishments that make retirement something to look forward to with confidence instead of concern."
Wealth Advisor Lisa Haushalter, LUTCF®, CRC® is committed to helping you pursue your financial objectives. As your goals change over time, Lisa will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, diversify your holdings and pursue your plans for the future.
Lisa serves clients in Greenfield, Downtown Milwaukee, and West Allis, and has 20 years of experience, including 10 years with Old National Investments. She has been a recipient of the Five Star Wealth Manager Award* annually for the past seven years. This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management, among other factors.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact Lisa today at (414) 978-0265 or Lisa.Haushalter@onbinvestments.com.
To set up an appointment or for general service and support, Holly Fitzgerald may be reached at (920) 891-7292 or Holly.Fitzgerald@onbinvestments.com.
*Wealth Managers do not pay a fee to be considered or placed on the final list of 2015/2016/2017/2018/2019/2020/2021 Five Star Wealth Managers.