Lisa Hutter
Trusted Family Advisor and Client Advocate, Patient and Present Listener, Serial Connector, Entrepreneur
- Role
- Faculty Lecturer at Cpaacademy.Org
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Lisa Hutter
As a trusted advisor to my clients, I help to coordinate all aspects of their wealth using a financial plan as the framework. Everything I do is about taking care of people. I recognize that no person, family or life situation is exactly the same. So I choose to listen intently to hear each person\'s own unique story. I believe one of my primary callings in life is to make people feel at ease. I meet people exactly where they are, with compassion and without judgment. I do this with a team that shares my values and an approach that is rooted in financial, tax and estate planning strategies.My role as a Client Advisor follows a 29 year career as an estate planning attorney (currently non-practicing). That training and experience enables me to understand the critical details of planning and to help simplify the complex while finding gaps and discovering creative pathways to problem-solving opportunities. My tenure in executive leadership allows me to provide valuable feedback to business leaders and owners. Personally, being a competitive athlete I am always laser focused on reaching the goals I set out to accomplish with and for my clients and as a parent I understand the importance of preparing that next generation for the wealth they will inherit.I enjoy spending time with my own family, especially on our hikes and the deep conversations we have in that precious time. I make it a point to give back to the community as well and am grateful for the that chance to serve others.
Experience
Faculty Lecturer
May 2021 — Present · US
Education
Seton Hall University School of Law
Doctor of Law - JD
College for Financial Planning
Financial Planning Specialist, Financial Planning
Villanova University Charles Widger School of Law
Master of Laws - LLM, Taxation
Leadership Austin
Essential
Binghamton University
Bachelor of Arts - BA, Political Science and Law & Society
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