ADVISORY | AUDIT | TAX
Windes is pleased to announce Lori Moore will be joining the firm as a Partner in its Tax department.
“I am honored and excited for the opportunity to work with the exceptionally talented team at Windes,” says Lori. “I’m looking forward to being a part of the journey of excellence and top-notch client service that Windes provides.”
Moore has nearly 20 years of experience in public accounting, specializing in estate and trust tax planning, charitable gifting strategies, family income protection, and legacy planning for high-net-worth individuals and families, and will be an integral part of the firm’s robust Estate and Trust practice. She has extensive expertise consulting on family mission, vision, and values for multi-generational families and establishing processes and procedures for family-owned companies’ corporate accounting and finance divisions.
“Lori’s addition to our Estate and Trust practice will play a pivotal role in elevating our client services to new heights,” says Managing Partner James Cordova. “Her remarkable expertise in legacy planning for high-net-worth families and their companies brings exceptional opportunities and dynamically integrates with so many of the firm’s current and upcoming service offerings. We look forward to the positive impact she will have at Windes.”
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