Lisa Lehan Named Midlands Business Journal “40 Under 40” Recipient
Koley Jessen Shareholder, Lisa Lehan, has been named a 2017 Midlands Business Journal 40 Under 40 award winner. She will be recognized at the Midlands Business Journal’s 40 Under 40 Awards Breakfast on December 15th for having shown drive, leadership and success in her career as well as within the community.
“Lisa is a wonderful asset to our firm,” says Mike Hupp, President of Koley Jessen. “Since joining the firm two years ago, Lisa has been integral to growing the tax practice and a key member of our estate planning practice. She is also active on the firm’s recruiting committee and helped establish the newly formed Koley Jessen Women’s Forum.”
In her Estate Planning practice, Lisa helps families and business owners plan for their financial future by listening to their objectives and then guiding them to develop and implement a plan for the thoughtful distribution of the wealth they have worked hard to accumulate.
Lisa’s Tax practice focuses on various tax matters impacting entrepreneurs and business owners, with a specialty in tax controversy matters at both the state and federal (IRS) level. She combines her background in accounting and business management, with her love of diving into complex tax issues to zealously advocate for her clients.
Prior to joining Koley Jessen, Lisa worked for Mutual of Omaha for 7.5 years, serving on senior management teams to provide legal and strategic guidance to the group benefit services division. With this experience, Lisa brings an incredibly valuable perspective to Koley Jessen. She balances legal advice and business risk, to bring truly workable solutions to the firm’s business clients. Prior to working with Mutual of Omaha, Lisa was in private practice for 5 years, where she focused on providing estate planning and tax services to her clients. As a mom of three young children, Lisa relates on a personal level to her estate planning clients and is able to guide them in thinking through their objectives for their families.
Lisa has always taken an active role within the workplace when it comes to involvement in service projects and has been on the Guild Board for the Child Saving Institute for several years, recently having served on the executive board as the VP of Fundraising. She’s also a regular writer and speaker on tax and estate planning topics.
“I’m grateful for this recognition by the Midlands Business Journal,” says Lisa. “Koley Jessen has provided a wonderful platform for me to be able to grow my career and I enjoy working with our team of driven, client-service focused attorneys.”
