Bio
Lisa has over 20 years of experience in private client advisory, serving high net worth individuals and their related entities. She provides tax, consulting and compliance expertise and works extensively in the areas of individual taxation, family trusts, partnerships and limited liability companies. Lisa often works with multigenerational families where wealth is passed down to the second or third generation, in addition to working with clients in a wide array of industries, particularly real estate.
She has a B.Acc. from the University of San Diego and an M.S. in taxation from Golden Gate University.
Experience
