Lori E. Sherman, CFP®

Lori originally hails from southern California and began her business career as a CPA with Coopers & Lybrand in 1986. She was an independent consultant for several years prior to being appointed as Vice President and Controller at Roger Engemann & Associates. Lori joined Stewart and Patten in 2000. She was a Girl Scout leader and volunteer for over fifteen years. She is a member of the California Society of CPAs and the American Institute of CPAs. While Lori meets all requirements for CPA licensing, her current status is “inactive.” She became a CERTIFIED FINANCIAL PLANNER™ in 2008. Lori has a B.S. from California State Polytechnic University, Pomona.