LISA G. SHUNESON, CPA, PFS

Lisa Shuneson is the firm's accounting and audit partner. She also leads the estate and trust planning area of the firm. She has extensive experience working with both large and small businesses in providing practical advice on business operations. During her 15 years in public accounting Lisa has worked with a variety of clients in industries such as restaurant, professional services, manufacturing, not-for-profit organizations and construction. These experiences along with her depth of knowledge in taxation provides our clients with business planning of great value.

Lisa holds a Bachelor of Arts degree in business administration with a concentration in accounting from Cedarville University.  She is a member of the Ohio Society of Certified Public Accountants, American Institute of Certified Public Accountants, Worthington Estate Planning Council,  Central Ohio Chapter II of the Women Presidents Organization and the National Association of Women Business Owners.