Our team is comprised of financial and estate planning experts as well as tax and accounting services experts. We have CFP® and CPA certified advisers, and we continue to fine tune our skills by attending the best continued education seminars in the U.S. We stay in the know about new tax laws so we can best plan for your situation.
Lori A. Womack, CPA/PFS, CFP®
FINANCIAL & ESTATE PLANNING; INDIVIDUAL, ESTATE AND TRUST TAX
Lori is the managing member of Womack & Associates, LLC and provides over 25 years of experience, the majority of which has been in public accounting.
Lori currently specializes in providing comprehensive financial and estate planning services as well as individual, trust, estate and gift taxation services to high net worth individuals. In addition to being a CPA, Lori is a Personal Financial Specialist and Certified Financial Planner™ Practitioner.
Lori and her husband, Starr, reside in Decatur, Alabama and have two daughters, Brianna (Josh) and Alexa.
Education: Bachelor of Science in Accounting – University of North Alabama The College for Financial Planning – CFP® Certification Professional Education Program
Certifications: Certified Public Accountant (CPA) Certified Financial Planner™ Certificant Personal Financial Specialist (PFS)
Professional Memberships and Affiliations: American Institute of CPAs Alabama Society of CPAs Financial and Estate Planning Council of Huntsville (former president and board member) HudsonAlpha Professional Advisory Committee