About Lisa

 

Lisa holds a BA from the University of Rochester, an MBA from The University of Michigan, and an MS in Taxation from Pace University.  She began her career at a then "Big 8" accounting firm, Peat, Marwick, Mitchell & Co., now known as KPMG.  She then obtained corporate experience working for the Swiss conglomerate, Sulzer. 


For the last twenty years, Lisa has been in private practice with a focus on tax and financial planning services for individuals.