About Lori

Lori Plesica assists clients with the design and implementation of retirement plans customized to their businesses. Personal service is extremely important to Ms. Plescia in all of her client dealings, and many clients benefit from her experience and knowledge. Saving for retirement is an important concern for clients in the current business environment. She is adept at helping them understand the retirement plan options available to them in this ever-changing area and assists with the implementation of plans that help clients meet their financial goals. 

PROFESSIONAL & CIVIC AFFILIATIONS

  • American Institute of Certified Public Accountants (AICPA)
  • Missouri Society of Certified Public Accountants (MOCPA)
  • American Society of Pension Professionals and Actuaries (ASPPA)
Subject Matter Expertise

Tax Planning
Estate Planning
Retirement Planning
Investment Planning

Education and Certifications

MBA
University of Missouri

Bachelor of Arts in Psychology, Bachelor of Arts in Zoology
University of California at Davis