Lisa Bruewer

Lisa Bruewer

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Lisa Bruewer joined Wealth Dimensions as a Client Service Coordinator in May 2012. As a part of our team, Lisa provides information for the successful implementation of financial plans for our clients. Prior to joining Wealth Dimensions, Lisa conducted educational workshops and financial planning classes at local universities, churches and corporations. She also frequently appeared as a guest on a weekly radio talk show on 55KRC, responding to caller questions about financial planning.

Lisa has extensive experience within the financial industry. She began her career with a large CPA firm, gaining experience in accounting and auditing. After leading accounting departments for several companies, she progressed into the field of personal finance. Lisa holds Series 7 and Series 63 securities licenses, as well as licenses in life, health, annuity and long-term care insurance. Additionally, she has training in mortgage planning, senior advising and college planning. Her work has received special commendations from individuals, co-workers and companies.

Originally from Cleveland, Lisa moved to Cincinnati to attend the University of Cincinnati. She has a son and a daughter who attend college at The Ohio State University and Ohio University, respectively. Lisa also loves to travel and has a passion for good music and good food.

Awards & Recognition