Our History & Our Team

Katterhenry Investment Group was founded in 1989 and has continued to evolve and grow ever since. Stronger than ever, our team is able to offer you the knowledge and experience of 5 fully-registered advisors, with 2 CFP®s, a Registered Principal, a Chartered Mutual Fund CounselorSM, 2 Chartered Retirement Planning CounselorSM, and a Master of Science degree in Financial Planning within our ranks. We have 5 full-time support staff, 2 of which are also fully registered, along with 2 part-time associates. It is rare indeed to find a team with combined industry experience of well over 100 years, along with our unique set of certifications and education. Each one of us brings a distinct set of experience and skills to the mix, coming together complimentarily to create an incredibly effective team.

 

Eric J. Haubert
Senior Financial Advisor
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Eric has a Bachelor’s degree in Finance from the University of Dayton and holds his Series 3, 6, 7, 63, and 66 securities registrations and life insurance licenses. He is also a Registered Principal with his Series 24 securities registration. He holds extensive meetings, interviews, and conference calls with senior management, mutual fund companies, and annuity firms. Eric’s work ethic and attention to detail have been exemplary. He feels that his consistent effort and reputation for integrity have been the building blocks for his solid base of clients. Eric is an Eagle Scout who enjoys and supports outdoor activities and programs, and is an active volunteer with Friends Serving Friends and the Sea Scouts. He lives on Indian Lake in Russells Point with his wife, Kristen, and their daughters, Maribella and Madeline.

 

Lisa Katterhenry Howe
Senior Financial Advisor
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Lisa has a Bachelor’s degree in Finance from Miami University and holds her Series 7, 31, 63, and 65 securities registrations and life insurance licenses. She is a financial advisor with Chartered Retirement Planning Counselor, Chartered Mutual Fund Counselor, and CERTIFIED FINANCIAL PLANNER practitioner designations. She has also completed her Master of Science degree. Lisa spearheads the team’s client outreach initiatives by coordinating educational opportunities and client appreciation events throughout the year. She feels strong family ties and values, along with continuous training and a commitment to providing extraordinary service help her maintain lifelong relationships with multiple generations of client families. Lisa is active with the local chambers of commerce, United Way, Big Brothers Big Sisters of America, and Optimist International. She lives in Dublin with her husband, Chuck, and their children, Ethan and Charley Kate.

 

Charles B. Clutter
Senior Financial Advisor

 

Chuck has a Bachelor’s degree in Industrial and Systems Engineering from The Ohio State University. He holds his Series 3, 7, 8, 63 and 65 securities registrations, as well as his life insurance license. Chuck formerly worked for a major US brokerage firm as a Branch Manager and Financial Consultant, before moving his practice to the independent channel of Wells Fargo Advisors Financial Network. Chuck has been in the business for over 30 years and enjoys working with clients on their investment plans and solutions. He lives in Westerville with his wife, Jill. Their son, Jay, received his MBA from the Fisher School of Business at The Ohio State University and currently works for a major regional bank in Columbus.

 

Kerri A. Bergman
Financial Advisor
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Kerri has a Bachelor's degree in Finance from Miami University and holds her Series 7, 63, and 65 securities registrations and life insurance licenses. She has Chartered Retirement Planning CounselorSM and CERTIFIED FINANCIAL PLANNER practitioner designations. Prior to joining Katterhenry Investment Group, Kerri worked at a major U.S. brokerage firm for nine years. She takes great pride in working closely with clients to deliver a disciplined process designed to allow the different pieces of their financial life to work together to create, build, and preserve their wealth. She enjoys being active in the community and spending time with family and friends. She lives in Minster with her husband, Dave, and their children, Alayna, Jonathan, and Cameron.

 

Darrin Haubert
Associate Financial Advisor
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Darrin graduated from the University of Dayton with a degree in Business Marketing. He holds his Series 7 and 66 registrations, and Ohio Health and Life Insurance licenses. Before entering the financial services industry, Darrin worked as a Project Manager at Staley, Inc. His mission is to help clients plan for a financial future in a way that best meets his or her goals. His commitment doesn't end there. Darrin has been an active member of the local community for several years. He currently sits on the Logan County Chamber of Commerce Board of Directors and Finance Committee, President of the Urbana chapter of BNI (an International Business Networking organization), he’s the Sergeant at Arms for Rotary International in Bellefontaine, a member of the Board of Directors for the local YMCA and a volunteer for Friends Serving Friends community organization at Indian Lake. In addition to obtaining the rank of Eagle in Boy Scouts, Darrin works as an adult leader for the Sea Scout Ship #246 out of Indian Lake. Away from the office, Darrin enjoys water and snow skiing, boating, golfing, hiking, and hunting. Darrin lives on Indian Lake with his wife, Kaite, and their son, Charlie.

 

Kasey Massie-Yeagle

Chief Operations Officer
 

Prior to joining our group in 2007, Kasey spent her days being a mom, her nights being a student, and her weekends parenting, studying, and working. She previously worked in inventory management and office administration. Needless to say, she sold us on her juggling skills (no, not literally!). Shortly after joining our group, Kasey obtained her bachelors of science in accounting degree from Wright State University. Then, she went on to obtain Series 7, 24, and 66 securities registrations; and life, accident, and health insurance licenses. Kasey handles all operations for every branch of the practice—from internal management to compliance to client outreach and special projects.

Kasey lives in Butler Township, Dayton, with her husband, Steve, and their sons, Kyle and Xavier. With Kyle being a teenager and Xavier being a baby, Kasey and Steve spend the majority of their spare time with Kyle’s year-round soccer events and chasing after their tiny tot. Kasey does; however, like to travel, dance, and partake in beer tastings, all of which she looks forward to doing more and more of in the future. 

 

Support Staff

 

Angie Martin

Bellefontaine Client Service Coordinator

Angie comes to us with many years of experience in customer service and office management, so she is well versed in flexibility and a rapid pace. Angie coordinates all administrative services for our Bellefontaine clients. She takes care of their account openings, transfers, rollovers, IRA consolidations, distributions, and changes to beneficiaries, addresses, etc. She makes sure both your deposits and retirement income are accurate and timely. Let Angie know when you experience any life events (including marriage, children, and moves), and she will assist you in changing your account titles and beneficiaries to keep up with your life.

Angie resides in Bellefontaine. Outside of work Angie can be found enjoying the many pleasures of Lake Erie or talking on the phone to her son, Chris, who lives in sunny South Carolina.

 

Deby Feathers

Troy Client Service Coordinator

Deby coordinates client account servicing in our Main Office, located in Troy, Ohio. Deby brings with her many years of experience in the mortgage banking industry. Coupled with her positive attitude, she uses her skills and knowledge to assist in providing superior service to all of our clients and potential clients. She is often the first face you see and first voice you hear! Deby makes sure that when you inform us of life events, which change things for you and your family, we get your accounts updated accordingly. Anything from moving to getting married—that’s her area of expertise.

Deby lives in Troy with her great-niece, Kylie, and enjoys the outdoors, reading, and church activities. She is also an animal lover so she can also often be spotted caring for neighborhood strays, as well as all of her own domesticated animals.


Jessica Downing

Client Service Associate

Jess serves as the Client Service Associate in the Upper Arlington office. She joined Katterhenry Investment Group with a Bachelor’s degree in Family Financial Services from The Ohio State University, and also holds her Series 7 securities registration and her life insurance license. Jess handles all client administrative requests that come through the Upper Arlington office.

Jess lives in Columbus and enjoys trying new restaurants and attending live concerts.


Leslie Arnold

Troy Asset Flow Coordinator

Leslie comes to us with many years of experience in office management within the technology sector, so having to quickly adapt to the environment around her is second-nature. Leslie coordinates all new business and asset flow for our Troy clients. Whether it is an existing client or a brand new relationship, she takes care of account openings, transfers, rollovers, IRA consolidations, and distributions. If you are retired and need income from the investments you hold with Katterhenry Investment Group, Leslie will handle your request efficiently.

Leslie resides in her home town of Troy with her husband, Patrick. They are constantly entertained by their busy, young children, Gwen and Alex. All four of them avidly enjoy outdoor activities that revolve around water.


Lisa Drahman

Registered Client Service Representative

In April 2017, we welcomed Lisa, Registered Client Service Representative, to our KIG family! Lisa comes to us with 19 years of multi-faceted investment industry experience, which will serve as an awesome resource for our clients! She holds her Series 7, 63, and 65 securities registrations, and Ohio health and life insurance licenses. Lisa will be working closely with our existing advisors and staff to enhance client communication, service, and portfolio management. She will serve as liaison and proactively check in with clients to make sure nothing has changed, of which we may not be aware (eg--a new job, marriage, birth, different email or cell number, goal revision, etc.). Then, the appropriate team members will jump into action to tackle any needs you may have!

Lisa lives in West Carrollton, works primarily in the Troy office, and devotes much of her personal time serving through the American Legion Auxiliary.