Overview
Lori has over 20 years of experience in property tax compliance, ad valorem tax representation, and commercial real estate valuation. She focuses on complex property types that require thoughtful planning and effective controversy management, helping businesses achieve meaningful tax savings.
In her role, Lori leads multi-state engagements, develops defensible valuation strategies, and represents clients before appeals boards. She is recognized for her collaborative approach, strong client relationships, and ability to build high-performing teams. Committed to mentorship and continuous improvement, Lori fosters growth and excellence within our SALT practice and real estate industry.
Education
Bachelors of Science - UC, Irvine
Masters in Business Administration - Pepperdine University
In the community
MAI, AI-GRS, AI-RRS - The Appraisal Institute
MRICS - Royal Institution of Chartered Surveyors (RICS)