Lisa Cullity joined Waverly Advisors in October of 2023 after Rainsberger Wealth Advisors was acquired by Waverly. She serves as a Senior Client Service Associate at Waverly in Colorado Springs. Lisa’s extensive client service experience combined with her keen understanding of the financial industry allows her to serve clients effectively and efficiently. Her attention to detail and client-centric approach ensures a strong relationship between client and advisor alike, while assisting clients to reach their financial goals.
Lisa loves spending time with her family and travels to see them as much as possible. She enjoys all kinds of sports and plays pickleball regularly. While at Ohio State she rode for the equestrian team and had horses of her own, whom she misses dearly.
Education
Professional Affiliation
Community Involvement