Lisa Riccardi

Shareholder, CPA, MBA, CTFA
>> Contact
859.331.3300
lriccardi@vlcpa.com
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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

About
Lisa Riccardi

Focus

Client Accounting & Advisory Services
Tax Planning
Professional Services

Interests

Spending time with family
Reading
Watching college basketball & football
Volunteering

Get to know the advisor.

What are your three favorite bands? I'm an 80s girl! Poison, Bon Jovi, Guns N' Roses.

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