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Lisa Kottler Email & Phone Number
Founding Partner
at
Kottler Advisory Group
1 work email found
@sallus.com
2 phones found area 212
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Who is Lisa Kottler? Overview
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Quick answer
Lisa Kottler is listed as Founding Partner at Kottler Advisory Group, based in Austin, Texas, United States. AeroLeads shows a work email signal at sallus.com, phone signal with area code 212, and a matched LinkedIn profile for Lisa Kottler.
Lisa Kottler previously worked as Partner, Strategic Growth and Innovation at Kwp Growth Partners and Partner, Strategic Growth & Innovation at Kwp Growth Partners. Lisa Kottler holds Master Of Science - Ms, Technology Commercialization from The University Of Texas At Austin.
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{first_initial}{last}@sallus.com
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Profile bio
About Lisa Kottler
I’m a seasoned retirement plan executive and FinTech innovator with a rare combination of deep industry expertise and startup agility. After leading successful initiatives in the 401(k) space, I saw an opportunity to reimagine retirement savings through emerging technologies and innovative business models. For the past eight years, I’ve been immersed in the FinTech and startup communities, collaborating with leaders and exploring thriving ecosystems like Latin America’s FinTech hub.With a Master of Science in Technology Commercialization from UT Austin and specialized certifications in FinTech (Harvard) and AI for Business Leaders, I operate at the intersection of traditional finance and emerging technologies. My expertise spans revenue growth, go-to-market strategies, team leadership, and delivering customer-first solutions that drive measurable results.A key focus of my work is helping companies refine their positioning to achieve message-market fit, ensuring their innovations resonate with the right audiences and unlock new growth opportunities. Whether shaping product roadmaps, driving go-to-market success, or pioneering innovative solutions, I bring a proven track record of strategic insight and operational execution.Beyond my professional work, I’m a passionate advocate for industry innovation, sharing insights through speaking engagements, published thought leadership, and service as a former Chair of NAPA’s Government Affairs Committee. By bridging traditional expertise with modern innovation, I’m committed to creating meaningful change and driving the future of financial services.
Listed skills include 401K, Erisa, Retirement Planning, Employee Benefits, and 16 others.
Current workplace
Lisa Kottler's current company
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12 roles
Lisa Kottler work experience
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Partner, Strategic Growth And Innovation
Partner, Strategic Growth & Innovation
CurrentAt KWP Growth Partners, we are growth strategists who help companies launch new initiatives, refine their positioning, achieve message-market fit, and unlock new growth opportunities. Specializing in financial services and FinTech, we partner with firms to navigate disruption, make smarter decisions, and drive measurable results. Whether shaping product.
Oct 2024 - Present
Chief Growth Officer
- Spearheaded the development and distribution of one of the first digital 401(k) PEPs for startup plans
- Hired as Employee #1. Recruited and built team including the Chief Fiduciary Officer, Chief Marketing Officer, and Business Development Officers
- Established the distribution strategy for the company
- Negotiated and landed 5 large enterprise distribution partners in the first two years of the company
- Led implementation of strategic initiatives driving the company from Zero to One
- Chief architect of the algorithmic logic and the UX/UI for the company’s front-end digital proposal system for wealth and retirement plan advisors, allowing them to quickly and seamlessly generate proposals, boosting.
Jul 2020 - Aug 2023
Principal
401Kottler Llc
- Connected early-stage companies to legacy/incumbent companies to identify strategic partnerships, strategic investment and/or acquisition opportunities
- Advised early-stage FinTech companies and a MedTech/digital health company to help them identify product-market fit and build go-to-market strategies
- Provided business development to early-stage companies
- Spoke at various retirement plan industry conferences on Fintech-related topics
May 2019 - Jun 2020
Chairman, Government Affairs Committee, Napa
Led the NAPA Government Affairs Committee during the creation and implementation of the DOL's initial Fiduciary Rule. Met with with members of Congress, as well as the Department of Labor, including the Asst Secretary of Labor in order to advance NAPA's initiatives. NAPA GAC's mission is to help support and enhance retirement security for all Americans.
Apr 2016 - Aug 2017
Senior Vice President
- Built Retirement division from a small unknown entity to a top three retirement plan distributor in US
- Defined and implemented new sales driven strategies and increased revenue
- Oversaw P&L and enacted key initiatives that improved operational efficiencies and increased net margin
- Collaborated with NFP M&A team to acquire successful Retirement Plan practices
- Evaluated and vetted technology options to find optimal solution to achieve efficient, repeatable and scalable business processes for advisors
- Selected RPAG as the technology solution. Facilitated its acquisition, setting a new roadmap for the business that drove long-term growth
Mar 2004 - Aug 2017
Vice President Sales And Marketing
- Formerly Hand Benefits & Trust
- Partnered on senior management team and led the business development and strategic decision-making for products including 401(k), defined benefits plans, collective investment trusts and broker/dealer relationships.
- Led the sales team and doubled 401(k) sales revenue in the first 12 months of tenure.
Oct 2002 - Mar 2004
Vice President Sales
Formerly CIGNA RetirementPartnered with advisers and directly with employers to grow 401(k) business in a five-state territory by defining target markets, identifying prospects, setting annual goals and related action plans; first place among wholesalers nationally.
May 2000 - Jan 2002
Regional Sales Vice President
- Formerly CitiStreet
- Led the 401(k) wholesale sales efforts for an eight-state territory and developed top pipeline ranking among peers
- Grew business with advisers through market analysis, strategic planning, managing RFPs, networking, sales presentations
Feb 1999 - May 2000
Retirement Plan Consultant
Formerly The 401(k) CompanyBuilt relationships with employers through cold calling, networking and the RFP process; first sales person outside company’s founder to directly sell a 401(k) plan; advised 401(k) clients to problem solve on complex plan design issues.
Apr 1997 - Feb 1999
Vice President Of Sales And Marketing
Managed direct sales of mutual funds for boutique firm, focused on building assets within retirement plans
Nov 1992 - Apr 1997
3 education records
Lisa Kottler education
Master Of Science - Ms, Technology Commercialization
The University Of Texas At Austin
Fintech Certification
Harvard University
B.B.A., Finance
The University Of Texas At San Antonio
FAQ
Frequently asked questions about Lisa Kottler
Quick answers generated from the profile data available on this page.
What company does Lisa Kottler work for?
Lisa Kottler works for Kottler Advisory Group.
What is Lisa Kottler's role at Kottler Advisory Group?
Lisa Kottler is listed as Founding Partner at Kottler Advisory Group.
What is Lisa Kottler's email address?
AeroLeads has found 1 work email signal at @sallus.com for Lisa Kottler at Kottler Advisory Group.
What is Lisa Kottler's phone number?
AeroLeads has found 2 phone signal(s) with area code 212 for Lisa Kottler at Kottler Advisory Group.
Where is Lisa Kottler based?
Lisa Kottler is based in Austin, Texas, United States while working with Kottler Advisory Group.
What companies has Lisa Kottler worked for?
Lisa Kottler has worked for Kottler Advisory Group, Kwp Growth Partners, Sallus Retirement, 401Kottler Llc, and American Retirement Association.
How can I contact Lisa Kottler?
You can use AeroLeads to view verified contact signals for Lisa Kottler at Kottler Advisory Group, including work email, phone, and LinkedIn data when available.
What schools did Lisa Kottler attend?
Lisa Kottler holds Master Of Science - Ms, Technology Commercialization from The University Of Texas At Austin.
What skills is Lisa Kottler known for?
Lisa Kottler is listed with skills including 401K, Erisa, Retirement Planning, Employee Benefits, Defined Benefit, Retirement, Financial Services, and Insurance.
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