Lisa joined OneDigital in June 2020 as Director of Finance for the Retirement + Wealth division. She oversees the Accounting Department based in Overland Park, KS where all advisory and broker dealer commission transactions are received and processed. Working with her team, she sets policies and procedures to ensure accurate and timely postings for all cost centers within the R+W division. She also interfaces regularly with the Atlanta-based Accounting team to generate monthly financial reports and disseminate them to the appropriate stakeholders within the company.
Lisa has been an Accountant for over 25 years, starting her career in Property Management as a Staff Accountant with Kessinger/Hunter & Company. After a few years she returned to school and earned an MBA from the University of Kansas before sitting for and passing the CPA exam in Missouri. Lisa worked for a regional CPA firm as an Auditor for four years then returned to private accounting as a Controller and has held this role in several industries since then including Education, Computer Software and Engineering.