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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.

“Walpole consultants were not only exceptional during our research, but also during the conversion and set up phases of implementation. During this transition period and up to the present, we have found Walpole accessible, responsive and sensitive to our needs. Walpole sold us a great product and most important of all, the service we received was even greater.”
Rob DiEllo (Former Controller)
FRS Company