My name is Lorrie and I’ve been in the financial industry for over 20+ years. I’m a professional with tangible and intangible traits adding value to the lives of others. I’m committed to serving clients’ best interests today to prepare them for a more secure tomorrow.
The first 17+ years of my professional career, I worked in two small business wealth advising firms assisting individuals and their families accumulate, manage, and distribute their wealth through life and financial planning. The last few years I have switched lanes to the accounting world, helping small businesses and their owners to focus on areas where they excel, while I eliminate waste and optimize operations through C.L.E.A.N. bookkeeping.
I am a Colorado native, who loves anything and everything about our state. I attended a Colorado college and earned my Bachelor of Science degree with a Finance focus. In 2007 I became a CERTIFIED FINANCIAL PLANNER™, a certification standard of excellence in financial planning.
I’m a QuickBooks Online Advanced Certified ProAdvisor with years of experience in the accounting software. I’ve worked with numerous industries, including law firms, landscaping, construction, and retail. I’m effective and efficient and have a knack for finding the best possible way of getting a mess straightened out and the books clean and reconciled.