Lisa is a director in the firm. For over 30 years she has been providing accounting services to individuals and businesses. Her background includes corporate tax planning and planning for tax issues related to professional organizations, closely-held businesses, owner/employees and highly compensated executives. Among the services she has provided to high net worth individuals and their families are estate and financial planning, including charitable giving, business succession and fiduciary support. She has supported clients in a wide range of industries, including retail, manufacturing, real estate and financial services.

Lisa is a Certified Public Accountant and a member of the Connecticut Society of CPAs.

Lisa serves on the Finance Committee and Board of Directors of South Park Inn, a homeless shelter in Hartford.

Prior to joining the firm, Lisa was a director at Owens & Company LLC and a tax manager at PricewaterhouseCoopers. She received a B. S. in Accounting from Georgetown University, where she was inducted into the business school honor society. Beta Gamma Sigma. She earned her M. S. in Taxation from the University of Hartford.