Lisa Dickholtz, CFP®

President, Wealth Advisor

Lisa Dickholtz, a Wealth Advisor with Securities America Advisors and President of Dickholtz Wealth Management, Inc. has 34 years of experience as a financial consultant and is licensed in both securities and insurance. Lisa specializes in working with individuals and families that have significant assets to manage and protect who value advice, are committed to building a professional team and desire a high level of personal service.  Dickholtz Wealth Management, Inc. founded in 2007 serves Northbrook, Glenview and the greater North Shore of Chicago.

After graduating from Purdue University in 1981 with a Bachelor's of Science degree in Management, Lisa spent the first ten years of her career as a financial consultant with one of the major national wire houses. In 1990, Lisa successfully completed the demanding requirements to become a CERTIFIED FINANCIAL PLANNER™ professional through the Certified Financial Planner Board of Standards, Inc.  In 1997, Lisa made the decision to join Securities America, Inc. and become an independent advisor, in order to provide her clients with a wider variety of resources and services better suited to achieving their goals.  This approach is why Dickholtz Wealth Management, Inc. is dedicated to helping clients reach the possibility of abundance in their lives, through Comprehensive Financial Planning.  

Outside of the office, Lisa carves out time for golf, yoga, snow skiing and travel as well as being committed to lifelong learning in various continuing education and coaching programs. Lisa has served on the board of an international nonprofit foundation, is involved with local community organizations and is an active volunteer at the local public schools, primarily in the area of fund raising. Above all, Lisa particularly enjoys spending family time together with her husband, Dr. Marshall Dickholtz and their two adult children, Austin and Autumn.
Phone 847-272-1155
Fax 847-272-1154