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Biography

Lisa is a Senior Associate in the Elizabethtown, KY office. She is a member of the Business Owner Tax Team, providing accounting services for businesses. She maintains the accounting records for clients on a monthly, quarterly, and annual basis as needed. She also assists in year-end financial reconciliations for our business client’s tax preparation.

Prior to joining Cerity Partners, Lisa joined Stiles Carter & Associates CPA in 2014 and remained with them through the merger with ARGI Financial Group in 2019. Lisa also has prior experience in accounting and business management in manufacturing and non-profit businesses.

Lisa enjoys learning to play golf and spending time with friends and family at Nolin Lake.

Learn more about my practice.

Education

  • B.S Western Kentucky University, Accounting

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.