Lori reviews and prepares tax returns and performs annual tax planning for a variety of clients including corporations, partnerships, nonprofits, trusts, and individuals. She is also involved in employee training. 

Lori spent the first seven years of her career in corporate accounting. She switched to public accounting in the area of tax in 2004 and has continued to learn and grow her knowledge base to better serve her clients.

Lori has been with ML since 2022. She desires to keep her clients in compliance with all applicable tax laws while keeping their tax liability as low as possible under their varying circumstances. She also desires to help others learn to achieve the same goals and results.

Education

• B.S. Accounting – Indiana University 
• M.S. Concentration in Taxation – University of Cincinnati

Professional Certifications

• CPA – State of Ohio

Community Involvement

• Friends of the Rose Garden Mission – Board Member
• Church ministries