Mariner Wealth Advisors
Lori specializes in tax planning and compliance for high-net-worth individuals and their families. She also acts as a liaison between the client and his or her investment and estate planning advisors to develop tax-efficient strategies.
Prior to joining Mariner Wealth Advisors, Lori was the owner of, and enrolled agent at, Hopkins & Associates.
Lori has a bachelor’s degree in accounting from Penn State University.
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Mariner Wealth Advisors
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders.