As the cheerful and dynamic CEO of Pinnacle Financial Services, Lisa brings over thirty years of rich accounting experience to the table, from serving as an Auditor for the Inspector General to holding various roles in the private sector. As a licensed CPA, Enrolled Agent, and Main Street Certified Tax Advisor, Lisa deeply understands the tax, business, and finance industry. She is dedicated to making the complex world of taxation manageable and genuinely rewarding.

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Her true passion shines through in building warm, strategic partnerships with clients, leading them toward financial success. With her wealth of experience, she has uncovered significant tax savings for business owners across a variety of industries, blending her diverse skill set with keen industry insights to make the journey to financial prosperity a bright and fulfilling one.