Lori L. Sullivan, CPA

EDUCATION & BACKGROUND

Lori joined WD&W in November 2007.  She is an In-Charge Accountant and a member of our Tax Department with 12 years of experience in public accounting.  She received her Bachelor of Business Administration Degree (with a concentration in accounting) from Baldwin Wallace College.

SPECIALTY AREAS

Lori is a Certified QuickBooks Advisor and her services include compilations and preparation and review of federal, state, and local tax returns for business entities and individuals.  She is a member of the Firm's Financial Planning and Real Estate Practice Groups.

PROFESSIONAL MEMBERSHIPS

• The American Institute of CPAs
• The Ohio Society of CPAs
• Cleveland Tax Club
• The Estate Planning Council of Cleveland

COMMUNITY OUTREACH

Lori is a member of Divinity Lutheran Church and participates in her children's school and sporting organizations.  She is also a member of the Parma Chamber of Commerce.

BEHIND THE CREDENTIALS

What is the best advice you’ve ever received?  Don’t sweat the small stuff.

What did you learn during your first year on the job that you still use today?  Take good notes.

Describe the best vacation you’ve ever taken?  Boy, this is tough. I’ve had many great ones - exploring Southern Ireland, Hawaii, a girls' getaway in Cancun, Mexico, the list goes on……

If you could go anywhere in the world, where would it be?  Australia (love that accent).

How do you unwind?  A glass of wine while watching All My Children.

What did you want to be when you grew up?  An architect and a social worker.

What one thing about you would most people find surprising?  I worked for the railroad for 12 years.

If you could have lunch with anyone, living or dead, who would it be?  President Obama or Oprah Winfrey.

What would you like to learn?  To play the piano.