Lisa Brugman

Lisa Marie Brugman, EA is the founding principal of Lisa Brugman, EA & Associates where she transforms equity compensation opportunities through Expert coaching to secure your financial future so that you can build the life of your dreams. Lisa has spent the entirety of her professional career, nearly 30 years, in the tax and financial service industry. Lisa has a deep understanding of the tax code and has extensive experience helping 1000’s of people fight audits from the IRS. Lisa’s all-embracing tax and financial expertise informs her understanding of how taxes tie into everything in the financial realm. Equity compensation is offered by more than 40% of public companies and 35% of private companies to incentivize employees to take ownership in their company. Unfortunately, the employees that are granted the equity stock are given little to no direction on how to leverage this tremendous opportunity. Lisa works to create palpable and forthright strategies to take advantage and maximize the benefits of these circumstances. Lisa loves helping her clients explore options to be smarter about how they are exposed to taxes. She understands the crucial details of tax filing and takes the time to explain what the repercussions are of filing taxes incorrectly. When meeting Lisa, you get to see her passion exude for helping her clients. You can also catch her outside enjoying roller blading, bicycling, and skiing! Lisa is the Equity Compensation Coach that helps you Live Life Purposefully!