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About
Lisa Marie Odeja, CPA, EA, CTC, MSCTA
CEO & Founder
Lisa Marie Odeja brings over 30 years of accounting and tax experience to Pinnacle Financial Services, including service as a federal government auditor. That experience shaped her disciplined approach to tax strategy — planning not only for savings, but for accuracy, structure, and reduced audit risk.
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As a licensed CPA and Enrolled Agent, Lisa focuses primarily on proactive tax strategy for residential real estate investors. Her work centers on entity structuring, depreciation optimization, short-term rental strategy, and long-term tax system design that supports portfolio growth.
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Rather than reactive compliance, Lisa emphasizes thoughtful planning before acquisitions, restructuring, or major income shifts. Her approach is methodical, forward-looking, and designed to help investors legally reduce their taxes while building sustainable wealth.
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Pinnacle Financial Services serves investors nationwide who value structured planning, clear communication, and long-term strategy over last-minute filings.
Professional Memberships & Credentials
• Licensed Certified Public Accountant (CPA) – Illinois
• Enrolled Agent (EA)
• Main Street Certified Tax Advisor (MSCTA)
• Certified Tax Coach (CTC)
• Member, American Institute of CPAs (AICPA)
• Member, AICPA Tax Section
Core Values
Loyalty
We are dedicated to building lasting relationships with our clients, ensuring unwavering support and commitment to their success.
Respect
We are dedicated to treating every client with dignity and consideration, valuing their unique needs, perspectives, and goals.
Integrity
We uphold the highest standards of honesty and ethics, always doing what is right for our clients.
Accountability
We take responsibility for our actions and commitments, delivering on our promises and being transparent in all our dealings.