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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.

“We’ve never had a concern about whether a problem can be fixed or not. Walpole consultants are top notch and very responsive. We’re always able to speak directly to a live person rather than sit on hold in a call tree or wait hours for someone to call back.”
Ryan Abbott (Controller)
General Production Service, Inc.