IN-PERSON | Wellness, Wealth and Wisdom Series Part 3: Your Financial Journey | Sponsored by Hallmark Cards

Lisa Shaw is a First Vice President and Wealth Management Advisor within Merrill Lynch.  She brings more than 33 years of investment and financial services experience to help her clients have peace of mind they will realize the financial goals that matter to them. As a CPWA® professional, Lisa possesses the level of detail needed to serve clients in advanced wealth management topics such as portfolio management, retirement planning, risk management, tax planning, charitable and estate planning services, planning for closely held business owners, and planning for executives. Lisa is focused on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs, ensuring every strategy is grounded in understanding the client’s objectives, while striving to deliver excellent service. Lisa is fully licensed and is a CPWA® designee, administered by the Investments & Wealth Institute™, taught in conjunction with the Chicago Booth School of Business. Lisa also holds the CRPC® designation.
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Ian Terpilowski is a sales executive in Vanguard Financial Advisor Services™. In his role, he consults with financial advisors across Indianapolis, St. Louis, Kansas City, and Louisville to help them bring value to clients by delivering Vanguard's thought leadership and investment expertise.  Mr. Terpilowski joined Vanguard in 2014 and has been supporting advisors since 2019. His prior experience at Vanguard includes work in the International division, Finance, Operations, and Risk. Prior to Vanguard, he worked for global asset management firms. Originally from Australia, he relocated to the United States in 2015. Mr. Terpilowski earned his B.S. in finance from Monmouth University. He also holds FINRA Series 7, 63, and 24 licenses.