Lori joined BLAND GARVEY in 1994 and became shareholder in tax and accounting services, as well as a co-founder and investment advisor for our affiliated firm, BLAND GARVEY Wealth Advisors. Lori combines her tax, estate-planning and business savvy with a focus on high-touch client service and specialized experience in serving physicians, dentists, restaurateurs and other professionals and their families.

Lori has more than a decade of experience in public accounting. She holds master’s degrees in business administration and accounting from the University of Texas at Dallas, and a bachelor’s degree in business administration strategic management from the University of North Texas. She also has earned recognition as a Five-Star Wealth Manager. Lori volunteers her talents to the Board of Directors of the Richardson Hospital Authority, Dallas CPA Society Investment Committee and the DFW Healthcare Advisory Board.  Lori enjoys traveling and is a Dallas Mavericks fan.

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