After graduating with a Master
of Accounting degree from the University of Florida in 1982,
Lisa began her career with Christopher, Smith, Leonard, Bristow & Stanell,
CPA’s as a staff accountant. She was admitted as an
owner/principal in 1992.
Lisa has more than 20 years of accounting
experience in diversified industries. A member of the tax
department, Lisa provides tax planning and compliance services
to her clients. In addition, Lisa is the principal in charge
of the firm’s
qualified retirement plan department. The services provided
by this department include plan design, installation, administration,
reporting and disclosure requirements.
Over the past 20 years
Lisa has been a seminar leader on various tax topics including
retirement plan design and administration issues. She has
served as Treasurer of the Manatee Community Blood Center,
the Junior League of Manatee County, Chairman of the United
Way’s Agency Relations/Allocations Committee
and has served on various other not-for-profit boards and
committees in the community.
|
