Lori knows that for family-owned and middle-market companies, tax clarity isn’t just about compliance—it’s about the next move. With over twenty years of experience in public accounting, Lori serves as a strategic Tax Partner for businesses across energy, distribution, manufacturing, real estate, construction, and private equity. She specializes in guiding companies through the complexities of federal and state tax compliance while supporting growth, succession, and strategic transactions.
While her foundation is built on deep expertise in tax planning, business expansions, mergers, and acquisitions, Lori’s true value lies in her ability to simplify the complex. Whether she is helping a family-owned company navigate ownership succession or assisting a growing business through a merger, Lori provides the high-level guidance typically reserved for larger firms.
Areas of Impact:
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Strategic Tax Guidance: Helping companies manage federal and state compliance while identifying opportunities for growth and efficiency.
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Business Lifecycle Support: Advising on succession planning, expansions, mergers, and acquisitions to future-proof businesses.
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Industry Breadth: Extensive experience across energy, distribution, manufacturing, real estate, construction, and private equity.
Lori earned her Bachelor of Science in Accounting from the University of Missouri – St. Louis. Today, she leverages her expertise and network—including affiliations with the AICPA, Lean In Energy, Women’s Energy Network, Women’s Finance Exchange, and ACG Women’s Forum—to empower the next generation of business leaders to achieve long-term success.
