Lisa Riccardi, CPA, CFTA

Professional Experience

Lisa joined Dean Dorton (formerly VonLehman) in 2013 after 13 years with a Big 4 accounting firm. She has experience in developing financial plans, including retirement, estate, trust, and educational planning. Lisa also has extensive experience working with company executives, stock options, and deferred compensation plans.

Lisa continues her professional development by attending courses sponsored by various National and State societies in several specialized areas of tax expertise.

Industry Expertise

Lisa specializes in income tax compliance and planning for high-net-worth individuals, trusts, closely-held businesses, and retirees.

Professional Activities

• American Institute of Certified Public Accountants
• Ohio Society of Certified Public Accountants
• Leadership Northern Kentucky Class of 2018

Community Involvement

• Alumnae Board of St. Ursula Academy
• Xavier University Williams College of Business Advisory Board Member
• Saint Ursula Academy, Parents Board Vice President
• Cincinnati Ballet, Board of Trustees

Education

• Master of Science in Business Administration with Tax Focus, Xavier University, Cincinnati, OH
• Bachelor of Science in Business Administration, Accounting Major, Xavier University, Cincinnati, OH

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