Lisa Riccardi

Experience

Lisa Riccardi joined VonLehman & Company, Inc. in December 2013. Prior to joining the firm, she had thirteen years of tax experience with a Big 4 accounting firm. She has continued her professional development by attending courses sponsored by various National and State societies in several areas of expertise.

Lisa 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. She also has experience working with company executives, stock options, and deferred compensation plans.

Education

Bachelor of Science in Business Administration with a Major in Accounting, Xavier University
Masters of Business Administration with a focus in Tax, Xavier University

Professional and Civic Organizations

American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants
Alumnae Board of St. Ursula Academy
Xavier University Williams College of Business Administration Mentor
Cincinnati Women’s Society of CPAs
Madcap Puppets