Lisa is a senior partner in our Private Client Services practice and led that practice area for 17 years. She is one of seven Executive Board members of Mazars in the US and is a high-level mentor and stake holder, having served in various leadership positions throughout her tenure. Lisa’s experience encompasses assisting clients with integrated tax, financial, philanthropic and estate planning. She is a trusted advisor to successful individuals, entrepreneurs, and family groups. Lisa has been quoted in The Wall Street Journal, Money, Forbes, and Bloomberg. She is also a frequent speaker for women’s leadership programs and seminars. Prior to joining Mazars in 1987, Lisa was a Senior Accountant at a Big 4. Lisa graduated from the University of Hartford with a Bachelor of Science in Accounting, summa cum laude, and received a Master of Science in Taxation from Seton Hall University.
Industry Expertise
High-Net-Worth Individuals & Families
Entrepreneurs, Professionals & Executives
Service Specialties
Estate and Gift Tax Planning Financial Planning
Succession Planning Tax Planning and Compliance
Licenses & Certifications
Certified Public Accountant, New Jersey Certified Public Accountant, New York
Personal Financial Specialist Certified Financial Planner
Memberships
American Institute of Certified Public Accountants
New Jersey Society of Certified Public Accountants
Board Affiliations
Trustee & Assistant Treasurer, Women@NJPAC
(NJ Performing Arts Center)
Director, Mazars in the US Philanthropic Fund Trustee, Mazars in the US Retirement and Savings Plan
Executive Representative to Women@Mazars
Executive Representative to We Are Mazars Executive Representative to Inclusion & Diversity Council
Awards & Recognitions
2020 Notable Women in Accounting & Consulting, Crain’s 2020 NYSSCPA Trusted Professional,
Newsmaker Interview 2017 Best 50 Women in Business, NJBIZ 2016 Woman of Note, Honorable Mention, NJSCPA
New Jersey Five Star Financial Services Professional, NJ Monthly, Two-Time Recipient New Jersey Top 10 Public Accounting Professionals Award, Past Recipient, National Academy of Public Accounting Professionals
