Lorie D. Blum, CPA

Mrs. Blum is a financial advisor with more than 25 years of combined tax and investment planning experience. She is an expert in tax reduction strategies, tax-advantaged investment planning, and estate planning. A graduate of Eastern Washington University, she received her Master’s in Accounting from Auburn University. In addition to the professional designation of Certified Public Accountant and Certified Financial Planner, she also holds series 66, 7, and Life Insurance Licenses.