Lisa joined the firm in 2013, auditing broker-dealers, investment companies and other private small businesses. She also performs reviews and compilations and prepares tax returns for individuals and businesses.
Lisa started her career at KPMG, auditing a variety of private companies and government entities. She also has bookkeeping experience in the property management and tech industries.
Lisa received her bachelorโs degree in Sociology from University of California, Berkeley and a masterโs of Business Administration with a concentration in Accounting from California State University, East Bay. Lisa is a certified public accountant in California.
Lisa lives in Danville with her husband. She enjoys reading, indoor cycling, and relaxing with family and friends.
