Lisa Rodriguez
Senior Manager, Tax
Lisa is a Senior Tax Manager with ten years of experience servicing high net worth individuals, their families and their related businesses. She has spent her career focusing on tax compliance and planning on matters surrounding generation wealth transfer, gift and estate tax planning, and matters surrounding tax compliance for family offices. Since the start of her professional career in 2014, Lisa has serviced clients in a variety of industries including real estate management and development, financial services, software development and more.
Education
BS – Accounting
William Paterson University (Cum Laude)
BS – Business Administration, Concentration in Finance
William Paterson University (Cum Laude)
Certified Public Accountant
Professional Affiliations
American Institute of Certified Public Accountants
New York Society of Certified Public Accountants
Beyond Wiss
Lisa loves spending time with her husband and their two-year old daughter. They enjoy finding new restaurants and trying new food, spending their summers on the lake and snowboarding during the winter.