We are proud to recognize Lisa’s extraordinary impact on our firm and the clients we serve. With more than 40 years of experience in individual and business taxation across diverse industries, Lisa has been instrumental in shaping the foundation of our practice. Her leadership, expertise, and commitment have guided our growth and set the standard for excellence.

Throughout her career, Lisa has provided comprehensive tax planning, consulting, and preparation services, earning the trust of clients navigating complex multi-state individual and corporate tax environments. She has also shared her knowledge as a seminar leader on topics such as retirement plan design and administration.

Now serving as Of Counsel, Lisa continues to provide valuable insight and guidance, ensuring the high standards she helped establish remain strong. We are proud to honor her lasting impact on our firm and community.

Areas of Expertise: 

• Professional Services

• Personal & Corporate Tax Solutions

• Pension Administration and Retirement Planning

Community Involvement:

• Foundation for State College of Florida -
  Past Treasurer and Board Member

• United Way of Manatee County Foundation -
  Past Board Member and Member of Financial Committee

• United Way of Manatee County -
  Past Board Member, Past Chair of Allocations

• Manatee County Gator Club -
  Past President, Past Treasurer

Education:

• University of Florida -
  Masters of Accounting
  Bachelor of Science in Accounting

Professional Associations:

• Certified Public Accountant (State of Florida)

• AICPA

• FICPA