VonLehman is pleased to announce 13 firm-wide promotions effective January 1, 2019. The promotions include Lisa Riccardi, who was named a Shareholder at the firm.
“When it comes to promoting the values of hard work, determination, and leadership, these individuals are driven to meet the goals of our company and keep our customers best interests in mind at all times,” said Brian Malthouse, President of VonLehman. “We have a very strong culture at VonLehman, which we attribute to our people. We will look to these professionals to uphold our exceptional reputation, while they continue to reflect the qualities that make VonLehman the firm of choice for our staff and customers alike.”
The 13 people promoted include:
Lisa Riccardi joined VonLehman in 2013. Prior to joining the firm, she had thirteen years of tax experience with a Big 4 accounting firm. Riccardi specializes in income tax compliance and planning for high net worth individuals, trusts, closely-held businesses and retirees. She has experience in developing financial plans, including retirement, estate, trust, and educational planning. Riccardi also has experience working with company executives, stock options, and deferred compensation plans.