Lisa is a native of southwest Ohio. She has dedicated her entire career to helping clients improve their tax positions and achieve their financial goals. She graduated from Miami University in Oxford, Ohio with a degree in Finance. After graduating, Lisa worked at Fidelity Investments for 8 years, where she amassed extensive knowledge of retirement planning. Lisa left Fidelity to raise her two daughters and learned how to prepare tax returns at a national tax preparation firm during this time. After returning to the workforce, Lisa held positions at two small CPA firms and two registered investment advisor firms, where she further developed her tax compliance and tax planning skills. She obtained the Enrolled Agent designation in 2013 and re-obtained the Certified Financial Planner® designation in 2015.
Outside of work, Lisa enjoys spending time with her husband and blended family of 4 children and 4 grandchildren. Lisa enjoys gardening, kayaking, and sailing. She is also a committed partner of a charitable organization in the Dominican Republic which focuses on education, nutrition, and healthcare for vulnerable communities.