Lisa G. Shuneson, CPA, PFS
President & CEO
Lisa holds a Bachelor of Arts degree in business administration with a concentration in accounting from Cedarville University. She is a Certified Public Accountant and Personal Financial Specialist. She is a member of the Ohio Society of Certified Public Accountants, the American Institute of Certified Public Accountants, the Worthington Estate Planning Council, the Women Presidents’ Organization, the Women’s Economic Leadership Development national board and the Women’s International Business Forum. In addition, Lisa is a former Board Member and Chair of Public Policy Committee at the National Association of Women Business Owners, and also previously served as Treasurer and Executive Committee Member of Veteran Empowerment Through Motorsports.
Contact Information: Lisa.Shuneson@whalencpa.com or 614-396-4200.