Lori has over 20 years of experience in public accounting. She works with companies in a variety of industries including energy, manufacturing, real estate, construction, and professional services. Lori’s primary focus is on helping family-owned, middle-market companies navigate the intricacies of federal and state tax compliance and assisting them with all manner of business tax consulting from tax planning to ownership succession, as well as business expansions and mergers and acquisitions. Prior to joining Calvetti Ferguson, Lori worked with a renewable energy start-up company, assisting them with accounting, finance, and business development.
