Family office manager
With over 20 years’ experience, Lia joined Midwest Trust Family Office after serving as Director, Accounting Service Team Lead with System Six Bookkeeping & Accounting.
Lia began her career in public accounting, providing assurance reviews and tax preparation for individuals, small businesses and nonprofit organizations while with CBIZ, Miller Wagner. She then moved into the publicly traded space as a Senior Auditor for Deloitte & Touche in San Francisco, leading the audit process for public companies.
Her extensive public accounting experience ensured a successful transition to bookkeeping and accounting for small businesses and family offices. Lia has excelled in developing strong client relationships while providing customized advisory services to clients aiming to build efficiency and processes using up-to-date technology solutions.
BS in Business Administration, Arizona State University, Tempe