Our People
Lisa Whelan-Wrench

Lisa Whelan-Wrench

Senior Manager, Assurance
Location: Walnut Creek  |
Areas of Expertise: Audit, Employee Benefit Plan Audit

Lisa has over twenty years of experience providing auditing and advisory services to all types of employee benefit plans, including 401(k), Profit Sharing, 403b, ESOP, Defined Benefit and Health and Welfare plan. She has been a team member on multiple employee benefit plan audit internal inspections and peer review engagements. She has developed and delivered training for employee benefit plans, including being a facilitator for the AICPA Employee Benefit Plan Audit Workshop.

Lisa Wrench holds an active CPA license in California.

Quick facts


Certified Public Accountant

  • Member – California Society of Certified Public Accountants (CalCPA)
  • Member – American Institute of Certified Public Accountants (AICPA)

BA/Accounting – Sonoma State University