Lisa has worked on developing a tax practice that focuses on individual taxes, high net worth individuals and professional service firms, especially law firms. An area of emphasis is tax planning with regard to high net worth individuals. All of these areas of the tax practice allow Lisa to work one-on-one with her clients, which is a very important aspect of her approach. Lisa focuses on exceptional service, which helps to build her client relationships.
Lisa started at Squire, Lemkin +Company, LLP in 2004 and was immediately attracted to the smaller atmosphere where all of the staff are recognized and appreciated. Upon first impression the firm felt like a second family to her. Another factor that was very important to Lisa upon choosing SL+Co, LLP was the firm’s dedication to the core values – mutual respect, open honest communication, professional excellence, responsibility and interdependence – all of which the firm continues to live by every day.
Lisa is a member of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants. In addition to the professional associations, Lisa has been very active in the Frederick community. Lisa was the Treasurer of Habitat for Humanity of Frederick County for many years and also served on the Board of Governors for the Frederick County Affordable Housing Trust. Lisa was awarded the 2017 MACPA Emerging Leader Women to Watch.
Lisa earned her bachelor’s degree in accounting from Mount Saint Mary’s University in 2004 graduating with summa cum laude honors. Upon completion of her undergraduate degree, she also completed her MBA from Mount Saint Mary’s University and then passed her CPA exam shortly after completing her Master’s degree. Lisa lives in Frederick, MD and in her spare time away from the office enjoys spending time with her husband, their daughters Ayla and Raya and their extended family while enjoying the peacefulness of their farm, Crimson Petal Farm.