Meet Lisa

Lisa Moss is a committed and seasoned Senior Manager in the firm’s Client Accounting Services department. Over her extensive and impressive career, Lisa has collaborated closely with HNW family offices to deliver specialized services designed to meet their specific requirements.

Lisa is a Certified Public Accountant in Texas, and has a bachelor’s degree in accounting from the University of Texas at Dallas.

Lisa currently lives near Dallas where she enjoys cooking, reading, and spending time at the lake with family and friends.

If you didn’t have to sleep, what would you do with the extra time?

Travel, traveling, and some travel.

What bends your mind every time you think about it?

Balance beam gymnasts. How do they do that?!

Among your friends or family, what are you famous for?

My world-renowned deviled eggs.