Lisa Cullity

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.

[email protected]

719-570-3328

Colorado Springs, CO

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Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

Agricultural Economics – Ohio State University
Associate Degree – Applied Science – Ohio State University

Professional Affiliation

Notary Public

Community Involvement

Special Olympics Volunteer – Certified Volleyball Referee