A certified CPA with a career stretching over 30 years, Lisa’s vast industry experience includes private wealth management, charitable foundations, real estate, healthcare, and public accounting.
A graduate of California State University Fullerton, where she received her BA in Accounting and her MS in Taxation. Lisa’s career began with KPMG Orange County’s Tax Department where she worked primarily with high net worth individuals and their related businesses, which allowed her to transition to work with several prominent Orange County families in their family offices. Her experience gives her a unique expertise in providing reporting and tax planning that encompasses both business and personal assets. She also has extensive experience managing family foundations to realize their philanthropic goals while maximizing the tax benefits of charitable giving.
At Cornerstone, Lisa focuses primarily on our business clients to provide accounting support and manage tax compliance.