Our People
Lori Wescoat Office Manager
(512) 637-6955
Lori is responsible for the management of day-to-day operations within the office, which entails coordinating schedules, tax preparation, bookkeeping and a multitude of other accounting and financial services essential to the business’ and its affiliated entities’ life structure.
Lori’s professional experience includes working for several Financial Planning and small CPA firms. Lori has an unparalleled talent for what she does and brings true efficiency to the workplace, offering innovative accounting solutions designed to provide small business owners with quality bookkeeping services.
She has a BS in Financial Services from Texas Tech University, along with a Masters in Training and Development from Texas A&M University. She is originally from College Station and has been living in Austin for the past ten years. She is a member of The Junior League of Austin and a longtime donor and volunteer with The Eanes Education Foundation.