Lisa-Marie Otis, CPA

Lisa-Marie Otis, CPA

Assurance Manager


“Do what needs to be done to complete the job.”

After spending eight years in the hospitality industry, Lisa decided to make a career change. She returned to school to study accounting and joined the Lohman Company team in 2013, establishing her professional accounting career. These days, she serves as an assurance manager. In this capacity, Lisa works with clients in a variety of industries, including distribution, manufacturing, technology, real estate, not-for-profit, employee benefit plans, and more. 

Lisa’s determination was made clear by her ability to return to school mid-career and as a single mother to establish herself in a new arena. She explains that “looking back now, I’m not sure how I managed to do it, but having done so has made me believe that I can achieve anything I put my mind to.” Lisa now channels this determination into serving her clients to the best of her abilities. She believes that every team member plays a vital role—no one person is more important than another.

Raised outside of Chicago, Lisa has lived in the Phoenix area for more than two decades now. She and her boyfriend of 17 years reside in Ahwatukee, an area that Lisa loves for its varied terrain and mountain views. Lisa has one adult son. An avid cook, Lisa spends six evenings a week in the kitchen and has recently taken up vegetable gardening as a hobby. She and her boyfriend—who is an airline pilot—love to travel. Lisa’s favorite destination is Northern Wisconsin, where her family owns a nearly 100-year-old lakeside cabin.