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Fort Wright, KY
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Direct Line: 859.957.1446
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Tax Director
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
Community Involvement