Lisa is Counsel in the firm's Trusts & Estate's group.
Lisa is Counsel in the firm's Trusts & Estates practice group. As a lawyer and Certified Public Accountant (CPA), she brings an extensive background in wealth and investment planning for high net worth individuals and families.
She has helped clients build sound strategies for estate, financial, charitable and tax planning. She works collaboratively with clients and their advisors; develops comprehensive estate plans; and creates wills, trusts and other wealth planning documents. Her long-term commitment to her clients and their families has resulted in multigenerational relationships.
Lisa returned to private practice after many years at PNC Bank, N.A. Prior to joining the bank, she was part of the trusts and estates group at a Baltimore law firm.
In addition to being a lawyer, Lisa has been a CPA since 1983. She spent several years in private practice at McGladrey & Pullen in North Carolina before going to law school.
Named to Power 30 in Banking and Finance, The Daily Record, 2021
Recipient, Champion for Women Award, Maryland Bankers Association, 2020
Recipient, PNC PEAK (PNC Excellence, Achievement & Knowledge) Award, 2018
Named to Maryland Top 100 Women, The Daily Record, 2011
Recipient, Maryland Shero Award that recognizes local women who have contributed to their community, 2007
Executive Alliance (formerly Network 2000), president, board of directors, 2019-2021; president-elect, 2018-2019; board of directors, 2019-2022; co-chair, Effective Impact Mentoring Program, 2014-2016; mentor and member, Mentoring Program Committee, 2013-2019
Springboard Community Services (formerly Family & Children’s Services of Central Maryland), member, board of directors, since 2001; president, board of directors, 2008-2017; vice president, board of directors, 2006-2007; chairman, board's services committee, 2002-2006; member, board's investment committee, since 2008
Baltimore Estate Planning Council, member, since 2000; member, board of directors, 2000-2008; president, board of directors, 2006-2007
Member, editorial board, and coauthor, Current Developments column, Estate Planning Magazine, 1989-2014
Head Start Program classroom and project volunteer, PNC Grow-Up-Great, October 2010-2015
Maryland State Bar Association, member; co-chair, Estate and Gift Tax Study Group, 1999-2001
Member, District of Columbia Bar
Member, Bar Association of the District of Columbia
Member, American Institute of Certified Public Accountants
Member, United Way of Central Maryland Women United, 2006-present
Dickey Memorial Presbyterian Church, elder and session member, 2011-2013, 1997-2000 and 2021 - present; trustee, 2020-present
Bread for the City, member, board of directors and capital campaign committee, 1993-1994; organizer and member, board of directors, Zacchaeus Free Legal Clinic, 1990-1994
Windmill Class (Sailing) Association, chairman, National Sailing Regatta, 1991, 1999 and 2002; registration chair, 2006, 2009, 2011 and 2012
Presenter, "Use of Trust in Divorce Proceedings," Collaborative Professionals of Baltimore Lunch Program, April 29, 2022
Columnist, “Managing Wealth,” University of Maryland Medicine Bulletin, quarterly magazine for the Medical Alumni Association of University of Maryland School of Medicine, 2016-2018
Co-Columnist, “Current Tax Developments, Estate Planning Magazine, 1989-2014
Assisted in preparation of semi-annual supplements, Tax Planning for Highly Compensated Individuals authored by Robert E. Madden, Esq., 1989-1993
J.D. and MBA, Member, James E. and Carolyn B. Davis (Honor) Society; president, Student Bar Association, School of Law, 1987-1988, University of North Carolina, Chapel Hill, 1988
B.S., Mathematics with minors in history and accounting, Recipient, Charles A. Dana Scholarship, Guilford College, 1980
District of Columbia, 1990