Lisa joined Waverly Advisors in September 2024 following the acquisition of CenterPoint Wealth Management by Waverly Advisors, LLC. As a Tax Manager with over 20 years of experience in tax planning and compliance, Lisa specializes in individual, fiduciary, and partnership taxation. Her extensive experience is complemented by providing Family Office services for over 10 years, allowing her to adeptly navigate the intricate financial landscape of high-net-worth clients. Known for her client-centric approach, Lisa consistently meets the demands and expectations of those with complex financial situations.
Whether at home or while traveling, Lisa is a foodie who enjoys local restaurants and sweet shops with her daughter, Leyna. She finds joy in volunteering and spending quality time with family and friends.