As a Certified Public Accountant, Lori Holland has joined the Wambolt & Associates team to bring tax expertise to the firm in order to provide a holistic approach for managing clients’ tax, legal and financial planning in one firm.
Lori specializes in taxation for individuals, businesses, and estates, encompassing over 25 years of experience. Lori is passionate about helping individuals and businesses achieve their goals and enjoys working with entrepreneurs to develop their accounting systems for sustainability of growth. Her experience includes, real estate, software, hospitality, non-profits and more.
Lori is front and center in developing W&A’s new tax firm – Bighorn Tax Network. She will assist both new and existing clients with tax planning through her proactive, consultative services.
She holds a Master of Finance Degree from Colorado State University, Bachelor of Science in Accounting from Missouri Southern State University, and a Bachelor of Science in Marketing from Missouri State University. She is a Certified Public Accountant holding licenses to practice in both Colorado and Oklahoma.
Lori is passionate about community involvement and non-profit work where she donates her time and professional experience. She has taught financial accounting, macroeconomics, and microeconomics and facilitated Dave Ramsey’s Financial Peace University to individuals seeking budgeting and personal financial assistance.
When she’s not at work, she can be found hiking, camping, paddle-boarding or skiing in the mountains of Colorado and New Mexico. She loves traveling and spending time with her family and friends.
Certified Public Accountant – CPA
Colorado State University – Master of Finance Degree
Missouri Southern State University – Bachelor of Science in Accounting
Missouri State University – Bachelor of Science in Marketing
Professional and Civic Involvement:
Member of the American Institute of Certified Public Accountants (AICPA)
Former Treasurer on the Board of The Denver Voice
Former Treasurer on the Board of Zero Tolerance for Domestic Abuse