Lisa joined Windes in 2004 and is a Partner in the firm’s Audit & Assurance Services department. Her practice focus includes financial statement reporting, evaluation of internal controls and business consulting services for privately-held businesses. Lisa also provides audit and consulting services to employee benefit plans of private and nonprofit plan sponsors, including 401(k), 403(b), profit-sharing, and ESOPs.
Lisa services a wide range of industries, including manufacturing and distribution, construction, professional services, transportation and trade, maritime, and nonprofit organizations.
Education
Bachelor of Science, Business Administration
California Polytechnic State University, San Luis Obispo
Professional Affiliations
- American Institute of Certified Public Accountants (AICPA), Member
- California State Society of Certified Public Accountants (CSCPA), Member
- Construction Financial Management Association, Member
- The ESOP Association, Member
- National Center for Employee Ownership, Member
- Western Pension & Benefits Council, Orange County, Member
Community Affiliations
- Tichenor Clinic for Children, Past Board President
- Tichenor Support Foundation, Director