Lisa Conrad, a seasoned Senior Advisor and CPA at Evans May Advisory, brings extensive expertise in accounting and financial management. With a track record of delivering precise and strategic financial solutions, Lisa is dedicated to ensuring clients receive top-notch service and guidance for their financial needs.
Accounting and tax services are offered exclusively by Evans May Advisory, a separate and distinct entity from Evans May Wealth, Sanctuary Advisors, LLC, and Sanctuary Securities, Inc. (Sanctuary Wealth). Evans May Wealth and Sanctuary Wealth client agreements do not extend to services provided by Evans May Advisory. Evans May Wealth and Sanctuary Wealth do not provide accounting advice, tax advice, or tax preparation services.