Team

Our team of experienced and caring accountants offer a wide range of knowledge and long history of providing excellent service.

Lisa A. Ortquist, CPA

lisa@ortquistcpa.com
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Education

  • Bachelor’s Degree, Central Washington University

Professional Experience

  • Certified Public Accountant (CPA) since 1997
  • One year as a Revenue Officer, Washington Dept. of Revenue
  • Eight years of retail management experience
  • Former Sergeant, United States Marine Corps Reserve

Affiliations

  • American Institute of CPAs
  • Oregon Society of CPAs
  • East Portland Chamber of Commerce
  • Gateway Area Business Association

Karen R. Carter, CPA

karen.carter@ortquistcpa.com
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Education

  • Bachelor’s Degree, Missouri State University

Professional Experience

  • Certified Public Accountant (CPA) since 1997

Affiliations

  • Oregon Society of CPAs

Catherine L. Weissert, CPA

catherine@ortquistcpa.com
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Education

  • Post-Baccalaureate Certificate in Accounting, Portland State University
  • Bachelor’s Degree, University of Portland

Professional Experience

  • Certified Public Accountant (CPA) since 2016
  • In tax preparation since 2009

Affiliations

  • American Institute of CPAs
  • Oregon Society of CPAs

In addition to our three CPAs, we have our delightful office manager, Mary Howard, as well as several returning seasonal staff preparers: Gail Calcagno, Siriphan (Si) Fischl and Julie Gulde.

Also, as part of our desire to give back, we bring in two college interns each year to help develop the next generation of accountants.