Lisa Wagner, Vice President, Client Services

Strategic Finance for Law Firms

 

Lisa Wagner, Vice President, Client Services has more than eight of years of experience in the financial services industry. Ms. Wagner joined Advocate Capital, Inc. in 2004 where she has been able to effectively combine her background in both Public Accounting and Law Firm Practice Management to provide specialized consulting services to law firms across the United States.

Her primary responsibility is to consult with individual law firms to identify specific avenues to strategically utilize the products and services offered by Advocate Capital, Inc. in order to achieve the most positive impact on the law firms' profits & retained earnings. Ms. Wagner serves various other roles including client relationship management, and field exam services.

Ms. Wagner holds a Bachelor of Science Degree in Accounting conferred by North Carolina State University and is a CPA, Licensed by the state of North Carolina. She is a current member of the North Carolina Association of CPA's and a former member of the Association of Legal Administrators (ALA).

 

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