Lisa Kostic

Operations Analyst

Lisa Kostic joined Turner Financial Group as Operations Analyst in March 2026, supporting the firm's account servicing, reporting, and data-integrity functions. She brings more than two decades of accounting and financial-reporting experience across public accounting, corporate, and nonprofit environments, including reconciliation, month and year-end close, and management reporting. Lisa is an Intuit QuickBooks Certified ProAdvisor and previously served as a QuickBooks Live Expert with Intuit. She holds two Bachelor of Science degrees from the University of Delaware, including one in Accounting. Lisa does not provide investment advice or recommendations.