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.


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.