Lisa M. Micka CFP®, AEP®, CPWA®
Associate Director
Education

BS, Finance, DePaul University

Professional Certifications

CERTIFIED FINANCIAL PLANNER™ certificant
ACCREDITED ESTATE PLANNER® certificant
CERTIFIED PRIVATE WEALTH ADVISOR® certificant

Personal

Mild/healthy obsession with Chicago’s rising chefs and local real estate trends. Loves the arts, traveling abroad and small production wineries.

Lisa M. Micka

Lisa has spent her career helping individuals and families reach their long-term wealth goals. Recognizing the importance of providing integrated advice, she works in close collaboration with her client’s attorneys, accountants and other professional advisers to ensure holistic planning. In particular, Lisa is skilled in helping families implement the investment, tax, and estate planning required for maintaining wealth across multiple generations. She appreciates that wealth goals can evolve over time and is experienced in successfully guiding individuals and families through the many life transitions that can influence financial objectives. Lisa is committed to staying abreast of the ever-changing landscape that impacts the complexities of wealth creation, distribution and preservation.

Lisa recently transitioned to Altair after a 23-year career with Wintrust Wealth Management. In her previous role, she co-led a wealth management team whose clients spanned four generations and included high net worth families, business owners and physicians. She served as the team’s lead financial planner and played an integral role in working with families to ensure their changing needs were met.  Lisa was also involved in portfolio construction and manager due diligence as a contributor to the team’s investment management process.

Lisa holds a BS in Finance from DePaul University, and obtained her CERTIFIED FINANCIAL PLANNER ™ designation in 2004, as well as her ACCREDITED ESTATE PLANNER® and CERTIFIED PRIVATE WEALTH ADVISOR® designations in 2019. She serves on the board for the Chicago Estate Planning Council and is active within the Council both locally and at the national level. Lisa also lends her time as a board member for Rainbows for all Children. Based out of Evanston Illinois, Rainbows for all Children is dedicated to being the premier source of support for all youth as they navigate grief and heal from loss, whether from death, divorce, deployment, or other trauma.

Lisa, a Chicago native, lives in Logan Square with her partner Kevin and their dog Gumbo.