Lisa M.


Principal | CPA



"Genius is one percent inspiration, and ninety-nine percent perspiration."

- Thomas Edison

A strong hand in understanding SOX 404

A Principal, Lisa is a member of BerryDunn’s Financial Services Group. Within the financial institution and employee benefit plan audit and consulting services spectrum, she provides clients in Maine and New Hampshire with internal audit, SOX 404, and compliance assistance.

While Lisa's primary service focus is with financial institutions and employee benefit plans, she also works with insurance agencies, broker-dealers, and wholesale and retail distribution clients.

Experience Highlights:

Lisa helps clients with a variety of issues including:

  • Financial institution and employee benefit plan audit and consulting
  • Commercial sector audit and consulting services
  • Compliance

Publications and Presentations:

Lorman Education Services Distinguished Faculty

Memberships and Committees:

American Institute of Certified Public Accountants

Community Service:

Maine Discovery Museum, Board Member


  • CPA