Lisa M. Supina, CPA

Senior Manager, Tax

Designations and Licenses

Lisa is a Certified Public Accountant.

Experience and Education

Lisa reviews and implements tax strategies and coordinates financial strategies that align with clients’ goals and values. She provides tax planning solutions to high-net-worth clients and helps manage consulting and tax related to charitable giving, private foundations and financial planning.

Prior to joining Mariner Wealth Advisors, Lisa was a tax manager at Jacobs & Jacobs, where she oversaw, trained and assisted staff with preparing and reviewing tax returns and managed client relationships. In her earlier role there as staff accountant, she prepared individual, trust and entity tax returns and reviewed trust accountings.

Lisa has a bachelor’s degree in business administration with a focus in accounting from the California Polytechnic State University – SLO.

Personal Interests

Away from the office, Lisa enjoys traveling, working out and spending time with her family.

Lisa’s Office

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