Lisa Spencer
CPA
Field of expertise: Individual, Estate and Trust Taxation.
Education: CPA, BSBA in Accounting and Finance, Bowling Green State University, Bowling Green, Ohio.
Background: Originally from Cleveland, Ohio, Lisa moved to Goleta from Thousand Oaks, California, in 2014 and joined Walpole in 2015. Prior to joining Walpole, Lisa spent 7 years with a firm in Cleveland that specialized in tax, investment, and estate planning for high net worth families. She then worked for a local CPA firm in Thousand Oaks for the next 13 years. Lisa enjoys hiking and biking throughout the beautiful trails, beaches, and open space in Santa Barbara.
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“Before Walpole, we never truly knew how much our products were costing us. As it turns out, there were some products that weren’t profitable and others that actually cost us money to sell. Needless to say, we’ve made the adjustments.” “I’ve recommended them multiple times and will continue. They are a great company to work with.”Aaron Gaston (Vice President)
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