Advisor profile


My approach

Lisa Grassbaugh - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Lisa Grassbaugh - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • LUTCF Life Underwriting Training Council Fellow

Education

  • Kent State University, Bachelors of Business Administration in Finance and Management, 1990

Interests

My interests include:

  • Spending time with my son, John. We love snow skiing, camping and walking the dogs.
  • I also enjoy watching John participate in 4-H, school activities and soccer.
  • To relax, I ride my horse "Jessie" through Ohio State Parks and around our family farm in Glenmont

Community participation

  • Operation Round Up Board Member
  • 4-H Volunteer
  • Holmes County Jr Fair Dairy Committee

Previous experience

  • Financial Services Representative, Met Life, 1990-2016, Killbuck, Ohio, 26 Years