Lisa Rickman, CPA, serves as Associate Director, Trust Services at Cresset. In this role, she is responsible for the onboarding of new trusts and serves as a liaison between our trust clients, trust officers, and Cresset advisors.
Lisa previously served as Senior Manager at KPMG, advising high-net-worth clients on tax and other financial planning matters, including estate planning, retirement planning, investment planning, and compensation and benefits planning. She left her professional career to raise her twin sons and returned to the workforce with Meristem Trust Company when they left for college.
Lisa earned a bachelor’s degree in accounting from the University of Minnesota, Carlson School of Management. She is a CPA and previously held CFP and PFS designations.