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.
Bachelor of Science, Business Administration
California Polytechnic State University, San Luis Obispo
- American Institute of Certified Public Accountants, Member
- California Society of Certified Public Accountants, Member
- Western Pension & Benefits Council, Orange County, Member
- The ESOP Association, Member
- Tichenor Clinic for Children, Board President