Lori Ferrera

Tax Advisor

Convergence Financial & Tax
 
Lori Ferrera

Lori is an accomplished, highly organized and well-respected tax advisor. She has over 15 years of experience in tax preparation and planning and enjoys working closely with clients in tax planning and exploring tax strategies. She understands her clients’ personal priorities and goals and she assists her clients with making the best decisions. She is passionate about learning new things, staying up to date with the latest tax law developments and applying them proactively to client’s specific cases. Lori is a member of the National Association of Tax Professionals.

As a mother of three and grandmother of three, when Lori is not working, she loves spending time with family, walking around lakes with friends, paddleboarding and skiing.