Lisa possesses nearly three decades of experience in accounting, giving her the skills and savvy to open her own practice, Visionary Financial Services, in 2006. Over the course of her career, she has helped countless individuals and small businesses with their unique situations and financial needs.
Lisa received her Associate of Arts degree from Saint Petersburg College, majoring in Accounting, with a minor in Sign Language Interpreting. Her education continued at Florida Metropolitan University, a division of Tampa College, receiving her Bachelor of Science degree in Accounting, with a concentration in cost accounting. She earned her Masters of Business Administration degree from the University of Phoenix, with a concentration in accounting. She is currently studying for the Enrolled Agent examination.
Lisa is active in her community sitting on the boards of not-for-profit organizations and is an active member in her church. She maintains a high level of expertise participating in continuing professional education above and beyond what is required by the Internal Revenue Service and her professional affiliations.
Not-For-Profit Board Membership Affiliations
• Christ Evangelical Lutheran Church –Treasurer
• Just Housing Inc. – Treasurer/Secretary
• Contemporary Housing Alternatives Inc. – Treasurer/Secretary
• Lealman and Asian Neighborhood Family Center- Board Member
