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Lisa joined Aspiriant in 2004 as a Strategic Planning Associate. She has over 15 years of experience in the area of estate and tax planning. As part of her Strategic Planning responsibilities, Lisa is responsible for assisting Client Service Teams with regard to Strategic Planning issues, maintaining and updating estate planning summaries for clients, and assisting in the preparation of Gift and Estate Tax Returns. Lisa is a Certificated California Paralegal, specializing in Estate and Tax Planning and a California Notary Public.
Prior to joining the firm, Lisa worked in the legal field and was an Estate Planning Paralegal with the Law Firms of Hoffman Sabben & Watenmaker, Greenberg Traurig and Cohen Primiani & Foster. Lisa has worked in the legal provision for over 20 years and has been a Certificated California Paralegal, specializing in Estate and Tax Planning for more then 13 of those years. Lisa’s experience and area of expertise is focused on higher net worth clients and complex tax planning.
Lisa earned an Associate Degree and Paralegal Certificate from the California Bar Association Accredited Program at El Camino College.
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Kim Vu, Lisa Pickle, Mike Fitzhugh |
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