New York, New York, United States
Lisa has more than twenty years of experience in providing tax and financial planning services to external and internal PwC clients. She began her career in the Personal Financial Services group within Tax, working with corporate executives and wealthy families to develop income and transfer tax minimization and wealth accumulation strategies. In 2004, Lisa transferred into Partner Affairs to focus on retirement and benefits planning with PwC’s partners, taking over leadership of the Wealth Creation and Protection team in 2019. In this role, she focuses on providing education, tools and personalized financial planning for PwC partners and staff to enhance their personal balance sheets and accomplish their long-term personal goals. Specialties: retirement planning, estate planning, personal financial planning
Based in New York City since 2004; previously worked in the Detroit Personal Financial Services group.