Lisa Shuneson, Cpa, Pfs
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Lisa Shuneson, Cpa, Pfs Email & Phone Number

CEO at Whalen CPAs at Whalen CPAs
Location: Columbus, Ohio Metropolitan Area, United States 3 work roles 1 school
3 work emails found @whalencpa.com 3 phones found area 614 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 3 work emails · 3 phones

Work email l****@whalencpa.com
Direct phone (614) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Whalen CPAs
Role
CEO at Whalen CPAs
Location
Columbus, Ohio Metropolitan Area, United States
Company size
35 employees

Who is Lisa Shuneson, Cpa, Pfs? Overview

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Quick answer

Lisa Shuneson, Cpa, Pfs is listed as CEO at Whalen CPAs at Whalen CPAs, a company with 35 employees, based in Columbus, Ohio Metropolitan Area, United States. AeroLeads shows a work email signal at whalencpa.com, phone signal with area code 614, and a matched LinkedIn profile for Lisa Shuneson, Cpa, Pfs.

Lisa Shuneson, Cpa, Pfs previously worked as Chief Executive Officer at Whalen Cpas and Managing Partner at Whalen & Company Cpas And Consultants. Lisa Shuneson, Cpa, Pfs holds Bachelor Of Arts (B.A.), Business Administration/Accounting from Cedarville University.

Company email context

Email format at Whalen CPAs

This section adds company-level context without repeating Lisa Shuneson, Cpa, Pfs's masked contact details.

*@whalencpa.com
77% confidence

AeroLeads found 3 current-domain work email signals for Lisa Shuneson, Cpa, Pfs. Compare company email patterns before reaching out.

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Profile bio

About Lisa Shuneson, Cpa, Pfs

After many years in public accounting, I can honestly say I love my job. I find great satisfaction in treating clients like my family, and they return the favor. Whalen & Company has the best clients in the world! That is reflective of Whalen & Company having the best Team in the world.Specialties: My areas of specialty include business consultation, including mergers and acquisitions and succession planning; trust and estate consultation, tax consultation and attest services. Successfully leading my own business gives me many opportunities to sit in the seats of my clients as they lead their companies to greatness, providing me with hands-on acumen and insight.I have both an insurance license and a securities license.

Current workplace

Lisa Shuneson, Cpa, Pfs's current company

Company context helps verify the profile and gives searchers a useful next step.

Whalen CPAs
Whalen Cpas
CEO at Whalen CPAs
worthington, ohio, united states
Website
whalencpa.com
Employees
35
AeroLeads page
Company profile
View company profile Email format
3 roles

Lisa Shuneson, Cpa, Pfs work experience

A career timeline built from the work history available for this profile.

Chief Executive Officer

Current
Whalen Cpas

Worthington, OH

Jan 2022 - Present

Managing Partner

Whalen & Company Cpas And Consultants

Worthington, OH

Leading the company in talent acquisition, strategic planning, quality control and service offerings.

Jan 2006 - Dec 2021
Team & coworkers

Colleagues at Whalen CPAs

Other employees you can reach at whalencpa.com. View company contacts for 35 employees →

TC Tracy Ceritelli Tracy Ceritelli Colleague at Whalen CpasUnited States, United States View → RT Rylee Tanner Rylee Tanner Colleague at Whalen CpasColumbus, Ohio, United States, United States View → LN Linda Nay Linda Nay Colleague at Whalen CpasColumbus, Ohio, United States, United States View → SP Stacey Pitney Stacey Pitney Colleague at Whalen CpasColumbus, Ohio, United States, United States View → NM Nick Mcclary Nick Mcclary Colleague at Whalen CpasWesterville, Ohio, United States, United States View → LE Larry Earman Larry Earman Colleague at Whalen CpasHilliard, Ohio, United States, United States View → ML Madonna L. Narog, Cpa Madonna L. Narog, Cpa Colleague at Whalen CpasColumbus, Ohio, United States, United States View → DS Donna Steiner Donna Steiner Colleague at Whalen CpasColumbus, Ohio, United States, United States View → MH Monica Hughes Monica Hughes Colleague at Whalen CpasBrooksville, Kentucky, United States, United States View → JC Jacob Courtright Jacob Courtright Colleague at Whalen CpasColumbus, Ohio Metropolitan Area, United States View →
1 education record

Lisa Shuneson, Cpa, Pfs education

FAQ

Frequently asked questions about Lisa Shuneson, Cpa, Pfs

Quick answers generated from the profile data available on this page.

What company does Lisa Shuneson, Cpa, Pfs work for?

Lisa Shuneson, Cpa, Pfs works for Whalen CPAs.

What is Lisa Shuneson, Cpa, Pfs's role at Whalen CPAs?

Lisa Shuneson, Cpa, Pfs is listed as CEO at Whalen CPAs at Whalen CPAs.

What is Lisa Shuneson, Cpa, Pfs's email address?

AeroLeads has found 3 work email signals at @whalencpa.com for Lisa Shuneson, Cpa, Pfs at Whalen CPAs.

What is Lisa Shuneson, Cpa, Pfs's phone number?

AeroLeads has found 3 phone signal(s) with area code 614 for Lisa Shuneson, Cpa, Pfs at Whalen CPAs.

Where is Lisa Shuneson, Cpa, Pfs based?

Lisa Shuneson, Cpa, Pfs is based in Columbus, Ohio Metropolitan Area, United States while working with Whalen CPAs.

What companies has Lisa Shuneson, Cpa, Pfs worked for?

Lisa Shuneson, Cpa, Pfs has worked for Whalen Cpas and Whalen & Company Cpas And Consultants.

Who are Lisa Shuneson, Cpa, Pfs's colleagues at Whalen CPAs?

Lisa Shuneson, Cpa, Pfs's colleagues at Whalen CPAs include Tracy Ceritelli, Rylee Tanner, Linda Nay, Stacey Pitney, and Nick Mcclary.

How can I contact Lisa Shuneson, Cpa, Pfs?

You can use AeroLeads to view verified contact signals for Lisa Shuneson, Cpa, Pfs at Whalen CPAs, including work email, phone, and LinkedIn data when available.

What schools did Lisa Shuneson, Cpa, Pfs attend?

Lisa Shuneson, Cpa, Pfs holds Bachelor Of Arts (B.A.), Business Administration/Accounting from Cedarville University.

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