After working together for 25 years, we formed RPO Wealth Partners to provide independent wealth planning services to individuals, business owners and families. We believe that managing your financial future does not have to be segmented, frustrating, complicated, or time-consuming. Our passion is providing holistic, thoughtful, and straightforward expertise to give our clients confidence in their financial futures. One of the most rewarding aspects of what we do is thinking through every detail and the coordination of all of our clients’ efforts and teams so they have peace of mind when it comes to their future.
Lisa Bowers
Lisa Bowers
Managing Director
Lisa is co-founder and Managing Director of RPO Wealth Partners. She has worked in the financial services industry for over 35 years – from large banks to boutique wealth management firms. In addition to working with clients her entire career, she led Wealth Planning at Fifth Third Bank NA after retiring from Wells Fargo where she developed and led a boutique practice within Wells Fargo’s Wealth Planning Group that focused on corporate executives and maximizing their benefits.
Lisa earned the Certified Financial Planner designation (CFP) in 1993. She was one of the early women to receive the designation in the early 1990’s. She really enjoys working through the planning process to understand her client’s unique needs and goals so she can provide tailored advice giving them peace of mind. She graduated from Agnes Scott College with a degree in Political Science and Sociology.
Lisa is a Charlotte native and has a son and daughter. Her son lives and works in Charlotte. And her daughter was adopted from China as an infant and is a high school student. She loves music, cooking, and futbol (Go Reds!), and football (Go Tigers and Panthers!). Her competitive spirit is fueled by her love of her Peloton – always trying to catch the rider in front.
Jeff Martin
Jeff Martin
Managing Director
Jeff is a Managing Director of RPO Wealth Partners. He has over 35 years of experience working in the financial services industry – providing tax and financial planning advice to clients. Prior to forming RPO Wealth Partners, Jeff designed, built, and led the financial planning offering for The Private Bank of Fifth Third Bank NA. He also helped to design, build and lead the financial planning services for The Private Bank at Wells Fargo and predecessor banks. While his primary work has been in strategy and leadership, he has always felt it important to continue to work with individual client relationships.
He is a graduate of Northern Illinois University in Accounting and he successfully passed the Certified Public Accounting exam. He is also a graduate of DePaul University College of Law. He successfully passed the Illinois Bar Exam.
Jeff is the father of four daughters. He is an avid sports fan. He enjoys walking, (after multiple knee surgeries after running several marathons), skiing and yoga.
Lisa is co-founder and Managing Director of RPO Wealth Partners. She has worked in the financial services industry for over 35 years – from large banks to boutique wealth management firms. In addition to working with clients her entire career, she led Wealth Planning at Fifth Third Bank NA after retiring from Wells Fargo where she developed and led a boutique practice within Wells Fargo’s Wealth Planning Group that focused on corporate executives and maximizing their benefits.
Lisa earned the Certified Financial Planner designation (CFP) in 1993. She was one of the early women to receive the designation in the early 1990’s. She really enjoys working through the planning process to understand her client’s unique needs and goals so she can provide tailored advice giving them peace of mind. She graduated from Agnes Scott College with a degree in Political Science and Sociology.
Lisa is a Charlotte native and has a son and daughter. Her son lives and works in Charlotte. And her daughter was adopted from China as an infant and is a high school student. She loves music, cooking, and futbol (Go Reds!), and football (Go Tigers and Panthers!). Her competitive spirit is fueled by her love of her Peloton – always trying to catch the rider in front.
Jeff is a Managing Director of RPO Wealth Partners. He has over 35 years of experience working in the financial services industry – providing tax and financial planning advice to clients. Prior to forming RPO Wealth Partners, Jeff designed, built, and led the financial planning offering for Private Bank of Fifth Third Bank NA. He also helped to design, build and lead the financial planning services for Private Bank at Wells Fargo and predecessor banks. While his primary work has been in strategy and leadership, he has always felt it important to continue to work with individual client relationships.
He is a graduate of Northern Illinois University in Accounting and he successfully passed the Certified Public Accounting exam. He is also a graduate of DePaul University College of Law. He successfully passed the Illinois Bar Exam.
Jeff is the father of four daughters. He is an avid sports fan. He enjoys walking, (after multiple knee surgeries after running several marathons), skiing and yoga.
