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Lisa Spencer

CPA

Lisa Spencer

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.

Regarding the Sage 100 installation and training, Mr. Zog adds, “ the help that the Walpole team members have provided was invaluable.”
Fredrick Herzog aka Zog (Owner)
Sex Wax Inc