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Diana Lewis


Diana Lewis

Field of Expertise: Trust & Estate taxation, planning & accounting, closely held Businesses & Individual tax planning

Education: CPA, BA in Business Administration with an emphasis in accounting from California State University, Fullerton.

Background: Diana came to Walpole with a wealth of experience as a CPA. She began her career in Orange County with a national accounting firm in 1983. She held private industry positions as a Financial Reporting Manager and Controller for public companies. Since 1999, she has worked for several central coast public accounting firms specializing in tax with a focus on trust and estates.

Diana is actively involved in several local affiliations, including Channel Islands Chapter CalCPA (Board Member) and CalCPA Santa Barbara CPA Discussion Group (Chair). She has been on the State Nominating Committee for CalCPA since 2016 and is on the CalCPA State Committee on Estate Planning. Diana works on our Estate & Trust Team and assists with the Individual Tax Team as well. She enjoys traveling with her husband, gardening, and hiking, loves the beach and is thrilled to have a new grandbaby!

“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