Current Role and Professional Background:
As Chief Financial Officer, Lisa’s responsibilities include managing the firm’s financial functions, including accounting, budgeting, financial reporting as well as human resources. Lisa has over 30 years of experience in analyzing financial data and supervising auditing and financial engagements. Prior to joining Goodman Financial, Lisa’s background included strategic planning, budgeting and forecasting, employee benefit programs and regulatory compliance. Earlier in her career, she worked as an investment accounting analyst, corporate auditor, and senior auditor for EY.
Bachelor of Business Administration in Accounting, Texas A&M University, 1987
Fellow, Life Management Institute (FLMI)
Certified Public Accountant
Affiliations, Current and Past:
Member, Texas Society of CPAs (1988-present)
Member, Houston CPA Society (1988-present)