FINANCIAL & ESTATE PLANNING; INDIVIDUAL, ESTATE AND TRUST TAX

Lori is the managing member of Womack & Associates, LLC and provides over 30 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 (Jay), and three wonderful grandsons.

Education: 
Bachelor of Science in Accounting – University of North Alabama
The College for Financial Planning – CFP® Certification Professional Education Program

Completed Master Class Studies in John Maxwell’s:
Put Your Dream to the Test 
Leadershift 
The 17 Indisputable Laws of Teamwork

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
Community Foundation of Greater Huntsville board member

LinkedIn