Lisa Moreci
Director of Operations / Tax / Administration / HR

What you do: As an accountant, I not only oversee all accounting for our clients, but also perform the role of tax authority.  Having been with Ohana since 2000, I have performed many of the jobs within the company, which allows me to successfully manage the firm's operations and tax departments.

What you love most about being a part of Ohana: I like the team environment at Ohana and that we work together well.  The definition of Ohana, "Family" truly describes the culture and how we act with each other and our clients.  Such a safe, positive environment allows for each of us to grow to our fullest potential.

What you support: Equality is very important to me and I spend my time supporting my family, friends and organizations that back this cause in many areas. 

Financially, our family supports various cancer non-profits, as we have been touched by this personally.  I’m looking forward to volunteering more time with the elderly community to provide companionship and friendship, and to become more enriched by their life’s experience and knowledge.

Education/Training:  

BS Degree in Business Administration, emphasis in Accounting from Saint Mary’s College of California

CPA Credential

Profile:  I take pride in the relationships I have with my family, friends and our clients. My family is very important to me and I enjoy spending quality time with them, especially in beautiful Lake Tahoe. As a proud Bay Area native, I enjoy watching the SF Giants, the Warriors and the SF 49ers. I also look forward to exploring the world’s most beautiful places.

Words to live by:  “I am the Master of my Fate, I am the Captain of my Soul.” William Ernest Henley