Lisa Williams, CPA

Senior Tax Associate

As a Senior Tax Associate, Lisa specializes in estate and trust planning. She likes to help business owners and high net worth individuals keep as much of their wealth as possible by utilizing succession, gift, tax, retirement and estate planning tools.

Lisa is involved in helping middle and high school youth grow through rowing/crew, helping them improve self-confidence, foster teamwork and learn a strong work ethic. Additionally, she helps youth who are about to drop out of school and has spent years tutoring math to middle and first-year high school students.

In her spare time, Lisa enjoys spending time with family, hiking, road trips and beach volleyball. She has a Bachelor of Science in Psychology from the University of Oregon and completed her accounting studies at the University of California at Los Angeles. Lisa joined LevitZacks in 2019.