Lisa Rickman, CPA

Senior Associate, Meristem Trust Company

Lisa Rickman, CPA

Lisa Rickman has more than 10 years of experience in the financial industry. Lisa began her career with two large accounting practices where she took great pride in working with clients in the areas of estate, retirement and investment planning as well as individual, trust and estate tax planning and compliance.  After staying home to raise her twin boys, Lisa found her way to Meristem and now serves as a Senior Associate with Meristem Trust Company. In her spare time, you may find Lisa alongside her husband and their boys at their family cabin on Bay Lake enjoying the outdoors while biking or sailing.

 

WORK EXPERIENCE

Meristem Trust Company

Senior Associate

 

KPMG LLP

Senior Manager – Personal Financial Planning Practice, 1991 – 1999

 

Arthur Andersen LLP

Staff Accountant, 1988 – 1991

 

EDUCATION

University of Minnesota, Carlson School of Management

BS – Accounting

 

PROFESSIONAL DESIGNATIONS

Certified Public Accountant, CPA (1988-Present)

Certified Financial Planner, CFP (1993-2000)

Personal Financial Specialist, PFS (1994-2000)

 

COMMUNITY

University of Minnesota Alumni Association, Twin Cities

Benilde-St. Margaret’s School