HomeTeam MemberLisa Schapira

Lisa Schapira

Lisa Schapira

Lisa Schapira

CPA
Senior Tax Manager

Lisa joined Boulay in 2021 and has more than 12 years of accounting experience. She specializes in individual taxation and works closely with high-net-worth individuals, pass-through entities, small businesses, and their owners on complex tax matters and planning opportunities. Lisa predominantly works with personal service companies to develop tax strategies that align business and individual objectives. Known for embracing challenges and new opportunities, she is passionate about helping others grow through mentorship, continuous learning, and creating an environment where questions are encouraged and mistakes are viewed as opportunities to learn.

Prior to her accounting career, Lisa served seven years in the United States Army, including a deployment during Operation Iraqi Freedom in 2005-2006.

EDUCATION

  • Virginia Commonwealth University — B.S. Accounting
  • Cloud State University — B.A. Political Science, Minor in Military Science
  • Certified Public Accountant (CPA)

INVOLVEMENT

  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • Virginia Society of Certified Public Accountants
  • Veterans of Foreign Wars (VFW) — Member
  • Guardian Angels Catholic Church — Finance Council Member

PERSONAL INTERESTS

  • Hiking, kayaking, and spending time outdoors
  • Minnesota sports and cheering on the Vikings
  • Attending outdoor concerts and live music events, especially Eric Church shows
  • Spending time with family, friends, and her dogs, Guinness and Murphy

FAVORITE PODCASTS

  • Sword and Scale
  • Anything True Crime

FAVORITE VACATION DESTINATION

  • “Hiking in the Swiss Alps – this trip with my family left me feeling full in mind, body, and spirit.”

GET IN TOUCH

Contact Lisa
"We choose to do this not because it is easy, but because it is hard."

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.