20+
Years
Total Experience
REDW Financial Advisors & CPAsFinancial advising, accounting, tax, valuation, and wealth management
Lori K. Woodbury
CPA, CMA | Tax Principal
3
Months
With REDW
Specializing In:
- Tax Management
- Business Operations
Education:
Bachelor of Science in Accounting from Point Park University
Master of Science in Taxation from Robert Morris University
Master of Science in Fraud and Forensics from Carlow University
Meet Lori
Lori has more than 20 years of experience in public accounting, with the last 15 years focused on handling tax issues for individuals, partnerships, and corporations, as well as estates and trusts. Prior to joining REDW, Lori served as the Managing Partner over Business Operations at Grove, Mueller & Swank, P.C. (GMS), which joined forces with REDW in late 2023 to better serve their combined clients, particularly those in the Pacific Northwest.
Professional Qualifications and Memberships
Lori is both a Certified Management Accountant (CMA) and Certified Public Accountant (CPA) licensed in Oregon, and a member of both the American Institute of Certified Public Accountants (AICPA) and the Oregon Society of Certified Public Accountants (OSCPA).
