Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
University of Florida, Fisher School of Accounting - Masters Degree
Lori has over 26 years of experience, with the last 19 focused in providing professional services to medical practices and physician groups including compensation models, practice buy-in and buy-outs, practice mergers, equipment acquistion and financing analyses, and entity structure. She practices in the tax and consulting arena, and also has experience in performing GAAP audits for closely held businesses. Her experience includes federal, state, and local tax compliance, tax planning, consulting, and outsourcing services to health care and commercial service clients ranging from sole practitioners to large affiliated groups.
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In the community
Member of the AICPA
Member of the FICPA
Board of Trustees Member - Montverde Academy, Inc.