Lori J. Conaty, CPA, Registered Investment Advisor Representative - Corporate and Individual Tax Consulting and Compliance/Enterprise Zone & Other Business Credits
Lori joined the Firm in 1992 andwas admitted as a Principal in 2001. Lori has an extensive background of public accounting experience and she is a graduate of Rhode Island College.
Lori concentrates her activities in Corporate and Individual Tax Consulting & Compliance. Lori's knowledge of RI Enterprize Zone Credits has saved our clients hundreds of thousands of dollars over the past several years. She also works closely with client's accounting departments in developing policy and procedures to ensure accurate and timely financial information.
Lori has served as the Vice President of The Big Sisters of RI and has been active in local Mentoring programs. She also remains quite busy caring for her three children, including her twin boys |