Lisa Yost is a manager in Katz, Sapper & Miller’s Business Advisory Group. She helps high-net-worth individuals, trusts, and investment partnerships preserve wealth for the future by providing tax compliance and support services. Lisa co-manages a sizeable fiduciary client in which she oversees the preparation of over 700 returns.
Prior to joining KSM, Lisa served as the controller for a multi-generational family office.
Lisa received a bachelor’s degree in accounting from the University of Louisiana at Monroe.
Lisa is a member of the American Institute of CPAs and the Indiana CPA Society. She volunteers with United Way’s ReadUP tutoring program, Meals on Wheels of Central Indiana, Noblesville Diversity Coalition, and regularly donates blood through Versiti Blood Center of Indiana.
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