Elisa joined the firm in 2010.
Elisa is a tax and bookkeeping accountant who many years of experience working in both public and private industry. Prior to joining us, Elisa worked at a large regional CPA firm where she focused primarily on assisting families with personal financial matters, including tax planning, tax preparation and overall financial planning. While in industry, she performed many financial accounting & forecasting tasks, such as world-wide cash flow projections, month-end close, fixed asset tracking and reporting.
Elisa currently works with our financial planning team. Using her prior experience at a large financial planning firm and working with our tax team for many years, Elisa helps develop the overall financial strategies of our financial planning clients. She also continues to assist our tax team with tax preparation and bookkeeping services.
Elisa earned a Bachelors of Science Degree in Accountancy with a concentration in Management from Bentley University .
Elisa is an active community partner in all activities for her two wonderful children. She enjoys going out dancing and watching football games.
