Lisa, a native of southwest Ohio, has dedicated her career to helping clients optimize their tax positions and reach their financial goals. She earned a Finance degree from Miami University in Oxford, Ohio. After eight years at Fidelity Investments, gaining extensive retirement planning knowledge, Lisa took time off to raise her two daughters while learning tax preparation at a national firm. Upon returning to the workforce, she expanded her tax compliance and planning expertise through roles at CPA firms andregistered investment advisor firms. Lisa earned her Enrolled Agent designation in 2013 and re-earned her Certified Financial Planner® certification in 2015.Outside of work, Lisa enjoys time with her husband, their blended family of four children, and four grandchildren. She is passionate about gardening, kayaking, and sailing. Lisa is also actively involved with a charitable organization in the Dominican Republic that supports education, nutrition, and healthcare for vulnerable communities.
Opsahl Dawson” is the brand name under which Opsahl Dawson & Co, LLP and Opsahl Dawson & Company Advisors, LLC provide professional services. Opsahl Dawson & Co, LLP and Opsahl Dawson & Company Advisors, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Opsahl Dawson & Co, LLP is a licensed independent CPA firm that provides attest services to its clients. Opsahl Dawson & Company Advisors, LLC and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other nonattest services to its clients. The entities falling under the Opsahl Dawson brand are independently owned and are not liable for the services provided by any other entity providing the services under the Opsahl Dawson Brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Opsahl Dawson & Co, LLP and Opsahl Dawson & Company Advisors, LLC.