About Lori

Lori Plesica is a Financial Advisor for Marcum Wealth. With over 15 years of experience in financial services, Lori’s focus is helping clients with wealth management, financial planning, tax planning, and estate planning.


  • American Institute of Certified Public Accountants (AICPA)
  • Missouri Society of Certified Public Accountants (MOCPA)
  • American Society of Pension Professionals and Actuaries (ASPPA)
Practice Focus

Tax Planning
Estate Planning
Retirement Planning
Investment Planning

Education and Certifications

University of Missouri

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