Lisa Rickman, CPA
Associate Director, Trust Services
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 Associate Director, Trust Services with Cresset 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