Chief Financial Officer & Chief Compliance Officer
Lisa is responsible for the implementation and management of the finance, tax, investor relations, human resources and compliance functions for the firm.
Prior to joining the firm in 2004, Lisa worked in public accounting, specializing in taxation. She provided tax compliance for both individuals and pass-through entities.
Lisa graduated summa cum laude with a BA in business administration with an emphasis in accounting from Baldwin Wallace University.
Lisa retains an Ohio license as a Certified Public Accountant and is a member of the Ohio Society of CPAs. When not working, Lisa enjoys traveling with her family. During 2020, they revised their travel goals to visit each state within the US.