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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.
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.
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.
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.
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.
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.
I am a project management professional with a strong background in communications. I have several years of experience designing business systems solutions and leading cross-functional teams to build, test, and launch those solutions. I've worked with the accounting industry for over six years.
I work with clients who are joining the LCvista family to get their data into the system and working for them as quickly and easily as possible. I delight in helping them maximize their experience with the LCvista system.
I enjoy working with the creative and passionate folks at LCvista and am excited to learn from both them and our clients every day.
I've been a UX designer and developer for 10 years with my focus on the UI and improving the overall user experience. I have a passion for solving complex problems and creating intuitive experiences that people love. I also enjoy volunteering my time for nonprofits such as Women Who Code. My goal at LCvista is to use research techniques and the best design practices to provide an excellent user experience.
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.
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.
As a Compliance Specialist I support our team and clients with questions regarding CE & licensing requirements for different regulatory boards & governing bodies. I also work with our implementation team in onboarding and validating new clients' data. Additionally, I work to develop training tools and tips to empower end users and administrators when navigating the compliance features in LCvista.
Before joining LCvista in 2021, I spent 5 years in continuing education and licensing compliance for a top U.S. accounting firm. It was in this role where I was first introduced to LCvista as an administrative user, where I immediately recognized their commitment to innovation and accuracy through a flexible, dynamic product.
Prior to my experience in continuing education, I performed compliance work in Retirement Plan Services as a FINRA licensee, and bond-yield tax arbitrage analysis after graduating Summa Cum Laude with a BSBA in Accounting in 2015.
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.
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.
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.
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.
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.
I am a technology enthusiast with a background in social psychology and HR communication. I recently graduated from a coding bootcamp and I’ve spent several months afterwards volunteering on various team projects.
I’ve been working with start-ups and small companies for the past 10 years, and I enjoy the endless opportunities and challenges of a fast-paced environment.
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.
I have 15 years leading and building software teams in various industries from identity to travel to security. Most recently I was part of Kenna Security, which was acquired by Cisco. Previously I helped lead and build the sponsored listing team at Expedia from 5 people to 30 across 3 locations.
What drew me to LCvista was the emphasis on empowering people to thrive. Everyone maintains a growth mindset and is committed to helping customers level up themselves through various types of structured learning.
I have worked in product management for over 10 years, with the majority of that time focused on education technology and corporate training platforms.
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.
I am passionate about continuing education compliance. I have worked in the industry for close to 10 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 use existing code to create and edit jurisdictions, identify logic and compliance enhancements needed, and test new compliance code for seamless implementation. I really enjoy finding creative ways to make changes to our system efficiently and accurately! 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.
Since 2013, I have worked in the accounting space with a focus on developing new business along with client retention and support. In my role at LCvista, I look forward to building invaluable relationships with our clients and ensuring that they have the support that they need well beyond onboarding and implementation.
The company culture is what attracted me to the company. It excites me to be a part of a team that is passionate about what they do, the product and service they provide, and their clients’ success and satisfaction.