Professional Experience

"Many of life's failures are people who did not realize how close they were to success when they gave up."

-Thomas Alva Edison

 

Professional Experience

LORI A REAM

Lori holds degrees in both Masters of Taxation and Masters of Business Administration and is a Certified Public Accountant licensed in Hawaii, Arizona, California, and Oregon.  She has over twenty years of experience in the fields of business, finance, tax, real estate, and accounting. Our firm provides year-round tax planning and consulting for our clients.  Lori excels at consulting in a way that helps clients understand the complexities of the tax laws and their implications to you.  Lori is a former Wealth Strategist with Tom Wheelwright's firm that advises Rich Dad, Poor Dad's Robert Kiyosaki. Currently, Lori is a valued Certified Member of the WealthAbility Network. As a Strategic Consultant, Lori excelled at Consulting with an emphasis on the importance of financial literacy, financial independence and building wealth through investing in growth assets, real estate, starting, and owning businesses, as well as increasing one's financial intelligence.  Lori also has an extensive background in international and ex-pat tax, gained during her time in the fast-paced and competitive Washington DC Metro market.