Our People


Lisa WallsFinancial Institution Consultant

Lisa is a consultant in the Financial Institution Advisory Group at Saltmarsh, Cleaveland & Gund. She has been working in the financial institution industry since 1994, previously serving as assistant vice president as a retail project officer and an electronic banking manager. Lisa has also served as vice president as a data processing officer where she was responsible for daily operations pertaining to core and imaging data processing, ATMs, ACH, Fed-Line, and RDC. She specializes in deposit operations and provides the firm’s financial institution clients with deposit compliance, ACH compliance, and other consulting services.

Education

  • Bank Operations Diploma - American Institute of Banking 
  • General Banking Diploma - American Institute of Banking 

Community Affiliations

  • LYFEhouse (Living Youth & Family Enrichment) - Officer
  • Financial Peace University - Facilitator 

Areas of Practice

Industries of Focus

Saltmarsh CPA - Who We Are

Who We Are

Our professionals have the depth of experience, industry knowledge and worldwide resources to help you reach your goals. We put your success above all else as your trusted advisor.

Saltmarsh CPA - What We Do

What We Do

Saltmarsh offers a full range of professional services to accommodate your needs – from tax planning and accounting services to information technology and employee benefits consulting.

Saltmarsh CPA - Who We Serve

Who We Serve

Saltmarsh serves individuals and businesses. Personal attention, access to the right professionals and rapid response is how we serve.

Contact Us

FORT WALTON BEACH
(850) 243-6713

ORLANDO
(407) 203-8990

NASHVILLE
(615) 661-0885

PENSACOLA
(850) 435-8300

TAMPA
(813) 287-1111

info@saltmarshcpa.com
(800) 477-7458

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