Lisa Spencer
CPA
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.