Meet the LCvista Team

Our team has a combined experience of over 50 years in serving the unique learning and development needs of accounting firms.


Founder, Chief Sales Officer

I have more than 20 years of experience helping clients be successful in the accounting industry. As the founder and Chief Sales Officer, I drive the overall direction of LCvista to allow firms to focus on their core responsibility – their clients. The best thing about working at LCvista are the amazing people I get to work with, both internally and externally.


Co-Founder, Chief Technology Officer

I have over 20 years of experience in designing, building, and managing software and engineering teams. Having held roles at several companies ranging in size from startups to Fortune 500, including Wells Fargo, Expedia, and zulily.

Three areas that I love most about working at LCvista are our team, our customers, and our virtual office. I love being surrounded and supported with such a collaborative, focused team of people. I love working with our customers to help automate and improve their jobs to make them more efficient. A remote office and lack of commute has given us incredible flexibility to manage our lives outside of work.


Chief Operating Officer

I’ve enjoyed working in the accounting industry for ten plus years with experience in customer support, account management, and product implementation. My primary role as COO is to ensure our clients successfully utilize all that LCvista has to offer. I’m committed to the LCvista experience all the way from our internal processes to the customer interaction.

What I enjoy most about LCvista is our client community. I feel so fortunate to interact with such an amazing group of people who openly communicate and are dedicated to the future of our products.


Senior Director, Operations

I have worked in the Tax & Accounting industry for a little over 10 years. I get to work closely with customers making sure their onboarding/implementation and support experience is top notch. Customer Service is a passion of mine and something I strive to consistently improve on a daily basis.

LCvista is a place where the customer needs really come first. Not only do I love their passion for making customers happy, but also their determination in maintaining an evolving, innovative product. I have never worked with a more fun, competent, and driven group of people in my entire career. Working at LCvista does not feel like a job, but rather a family.


VP Product

I have worked in product management for over 9 years, with over 12 years in the online training and education space.

My focus is to serve as LCvista’s internal voice of the customer, ensuring a user-centric approach in executing the company’s overall product vision and direction. I enjoy communicating and collaborating with all aspects of the organization to bring great products to life.

I am grateful to be part of an organization that truly places the client at the forefront of the company.


Product Owner

I have worked within the Accounting space for over 10 years, with a focus on customer support and training of Learning Management and Compliance tracking systems. In 2017 I joined LCvista in the role of Product Owner where my primary focus has been to understand the goals of our clients, by collaborating with our client community, business and development teams in an effort to deliver a solution that directly meets the needs of our customer.

I am honored to be part of an innovative and growing team that collectively believes our customers come first.


Client Experience Specialist

I have 8 years of compliance-focused knowledge and over 10 years of customer service experience.

My focus is to create an excellent client experience by ensuring our quality and service exceed all expectations.

Our client feedback is what makes LCvista so successful, and I am so grateful to work with such an awesome community of users.


Client Account Specialist

Client Retention and Support has been my focus for over 15 years, the last 10 of which have been serving the Accounting Industry. I am excited to continue utilizing my experience and relationships with various Content Providers, Learning Management Systems and webcasting tools. In my role I will be assisting, managing and supporting our amazing customers.

What has drawn me to LCvista is the innovative product and dedication to the client experience. I love the collaborative environment not only internally but externally as well.


Compliance Research Specialist

I am passionate about continuing education compliance. I have worked in the industry for six years, specializing in supporting professionals obtaining and maintaining their licenses, CE reporting, CE sponsor applications, and software implementation. I also worked as a Learning Consultant for Tax and Industry training and taught English overseas.

I research upcoming rule changes to ensure their accurate interpretation and test upcoming compliance enhancements for seamless implementation. LCvista allows me to use my experience as a customer to serve our customers, and I love being part of a team so dedicated to exceeding client expectations.


Compliance Research Specialist

My role at LCvista is to research new and evolving continuing education rules required to maintain the LCvista Compliance solution. Prior to this, I was the Assistant Director of CPE compliance for a top 10 U.S. accounting firm for over ten years. During that time I was fortunate to participate in periodic national organization events with learning and continuing professional education (CPE) leaders from the top 25 U.S. accounting firms, the American Institute of Certified Public Accountants, and the National Association of State Boards of Accountancy.

My initial exposure to LCvista was as a client in that prior role where their dedication to developing the best solutions and providing the highest quality service to their clients always impressed me. LCvista provides me the opportunity to work with great people, in a flexible remote work environment, while utilizing my industry knowledge in a new way and sharing an industry CPE compliance perspective.


Solutions Engineer

I have a history of outstanding customer service focused in client retention, internal support, and product development. I’ve worked with several Learning Management Systems, webcasting services, course authoring tools, and compliance services.

My priorities at LCvista are to ensure our clients derive value from every service they utilize, and to continue fostering the existing environment where they feel supported and respected.

LCvista has a strong customer focus with an unparalleled desire to add value, which is what drew me to them. I’m thrilled to be part of such an innovative, passionate, and client-centric team.


Manager, Software Engineer

I have three years’ experience as a software engineer. As a Full Stack Software Engineer at LCvista, I work on implementing new features for our clients — everything from new compliance rules to building backend infrastructure that improves our site performance.

I like working in a fast-paced startup where everyone is dedicated to building the best product for our clients. Our team is collaborative, supportive, and works together extremely well.


Senior Software Engineer

I graduated with a bachelor’s degree in computer science where I have worked as a developer and consultant for projects big and small across many platforms and technologies before joining LCvista. I really enjoy our small, integrated team and the camaraderie among the employees.


Senior Software Engineer

I have been writing software since I was a kid. Later in life, I received my CPA license, then worked in interest rate derivatives on Wall Street. After that I lived in Vietnam for 6 years working as a television actor and trading U.S. equities remotely.

As a developer with LCvista I get to work with an amazing team, use the latest technologies, and it also feels great to be back working with the accounting industry.
My initial exposure to LCvista was as a client in that prior role where their dedication to developing the best solutions and providing the highest quality service to their clients always impressed me. LCvista provides me the opportunity to work with great people, in a flexible remote work environment, while utilizing my industry knowledge in a new way and sharing an industry CPE compliance perspective.


Software Engineer

I come from a Web development background and have 15 years of experience working with a variety of back-end and front-end technologies. I’ve worked on large-scale Web sites for major organizations and have also completed many smaller freelance projects.

Everyone at LCvista is committed to helping each other succeed and to delivering the best possible product for our customers. I am fortunate to work with such a dedicated and close-knit group of professionals.


Software Engineer

Since graduating from a coding bootcamp in Seattle early last year, I’ve had the opportunity to work with a few different startups. My work has been focused primarily on front-end software development, including UI, design, and building test coverage. Prior to that, I spent several years teaching middle-school and high-school Math and Science.

I enjoy working on an agile team that prides itself in being both highly responsive to its customer community, as well as invested in the professional and personal development of its employees.


Lead QA Engineer

I have over 6 years in Software Quality Assurance across multiple industries. My primary focus as a QA Engineer is to ensure software is thoroughly reviewed, tested, and validated through manual and automated testing. I get to work with both the business owners and developers to make sure software changes follow guidelines set by both parties.


Software Engineer

I have 2 years of experience in front end development working as a consultant for a large organization and a small startup. I made the switch to programming from engineering after my time in the USMC. With a background in the military, I understand the importance of perseverance and collaboration which is why I love working with the team at LCvista.

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