lisa stephens

Education

  • Bachelor of Science in Accounting
  • Certified Internal Auditor
  • Certified Fraud Examiner
  • Series 65 – Uniform Investment Law Exam

Memberships

  • Institute of Internal Auditors
  • Association of Certified Fraud Examiners

Lisa Stephens

708-866-6565
Email

Accountant

Lisa Stephens brings an explorer’s spirit and a learner’s mindset to everything she does. Her career began with a corporate audit internship at Caterpillar, a chance assignment that sparked a long-term passion for audit and financial services. Since then, she has built a diverse background in regulatory audits, internal audits, corporate compliance, and external audits – developing a reputation for thoroughness, curiosity, and integrity. Lisa loves understanding how things work, whether it’s a complex financial process or a new place she discovers while traveling. Her approach is grounded in a desire to grow, connect, and create meaningful experiences for those around her.

• Greatest Extravagance Under $100: High-quality coffee beans, a great workout, or meaningful family experiences.
• Books, Movies, or TV: Books, especially historical fiction.
• If You Had One Day to Do Whatever You Want: A family trip exploring wildlife and the natural beauty of an island.

“What you think, you become. What you feel, you attract. What you imagine, you create.” — Buddha

She’s always planning the next adventure, either local or far-flung, and loves learning something new every day.