Lisa joined Wolff Financial Management as a Financial Advisor in June 2006 after spending over 5 years in public accounting. She specializes in the development of tax planning strategies, trading implementation, and investment security research. Lisa is a Certified Public Accountant (CPA) and a graduate of Western Michigan University, where she obtained a Bachelor of Business Administration in accounting.
Lisa Hartgraves
Financial Advisor
Wolff Financial Management LLC
United States, Michigan, Kalamazoo
About Me
Profile Information
Financial Advisor
Wolff Financial Management LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Kalamazoo
Michigan
United States
Oct 15, 2025
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