Lisa M. Chavez, CPA

Managing Director, Tax

Lisa M. Chavez, CPA

Lisa Chavez is a Managing Director of Tax at Clearstead, where she supports high-net-worth clients by providing analytical support, consultation, and advice in all aspects of tax, financial, and investment planning services. She has been working in the tax and financial planning industry since 2013 and joined Clearstead in 2017.

Lisa brings expertise in tax strategy, financial planning, and investment consulting. Before joining Clearstead, she spent three years in public accounting with a local Cleveland firm specializing in partnership taxation. Throughout Lisa’s career, she has led complex tax planning initiatives and provided strategic guidance to clients navigating multifaceted financial landscapes.

Lisa obtained her Bachelor’s in Business Administration from the University of Nebraska—Lincoln, and her Master of Accountancy from Case Western Reserve University. She holds the CPA designation and is a member of the Ohio Society of Certified Public Accountants and the American Institute of Certified Public Accountants.