We are so excited to introduce you to Lisa, one of our newest team members! She is a Manager on our Tax Services team who is making things happen in Dayton on the daily!
Not being your average bean counters, it's important to us that you know who we are, what we stand for, and the crazy things we spend our time doing when we aren't serving you! Now, get to know....
Introduce your family:
My husband, John and I have raised three boys, Derek, Drew and Evan, who have become awesome adults. With three boys, there was never a dull moment, and lots of sporting events to attend.
What are you most looking forward to over the next couple of months
Over the next few months, I am looking forward to my oldest son getting married, as well as vacation to Nashville and England.
Why do you do what you do?
The most rewarding part of my career is working with the clients, and the relationships that are built along the way, as a trusted advisor.At which store would you like to max-out your credit card?
I would max out my credit card at any home and garden store.
Name one thing still left on your bucket list.
I still have lots of things on my bucket list, but going to Italy or Greece would be at the top.Favorite activity to do with your family?
My favorite thing to do with my family is to vacation together. We don’t see each other as much now that they are on their own, but it’s always a fun time when we can all be together.Share a picture of something you love.
That's a wrap! We can't wait to share more about all of our team members, but since there is more to us than just counting beans we are going to take this one rockstar at a time! Until next #MeetUsMonday ... Go Make Dreams Come True!