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Attorneys/Planners:
Tim Voorhees, JD, MBA, AEP® (Principal)Mark Ziebold, JD, LLM (Principal)Evan Pan, MBA, CFAJames Tam, Financial Planner*David Holaday, ChFC, CAPGreg Trump, CFP®Yueyao Li, CFA, Financial Planner*
Case Managers:
Lara JohnstonStacy SopataDarryl SopataDavid HanMonica GilbertValerie Dimalanta
Operations Team:
Janie HarrimanLisa Dau
 

For more information about our staff with each entity, please visit:
Family Office Insurance Services
Family Office Law
Family Office RIA (TEAMS/PGA)
Family Office Foundation
Family Office General Counsel
Family Office Tax Plans
 


Accountant
650 Town Center Drive
Suite 890
Costa Mesa, CA 92626
Direct: 949-878-9407
Fax: 949-878-9420
Email: Accounting@vfos.com

Lisa (Schultz) Dau

Lisa has more than 10 years' experience working with Voorhees Family Office Services (VFOS). She assists with accounting, bookkeeping and financial analysis. She specializes in professional (law firm) and non-profit industries. She is an experienced leader and valued source of data used by the VFOS management team in the decision-making process. Lisa recommends and implements policy changes that improve efficiencies and client services. She compiles Financial Statements that include P&L analysis, cash analysis, budgeting, and variance reports. Lisa also acts as a point of contact for independent and internal auditors while communicating with auditors to answer questions and review internal processes. She oversees generation of regular QuickBooks reports for tracking various key metrics on executive dashboards.

Lisa graduated from Southern Illinois University with a Bachelor of Science degree in Business Workforce Education. She lives in San Diego, CA with her husband, two daughters and a son.

 

 

 

 

 

 

 

 

 

 
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.