Designations and Licenses

Lori is an Enrolled Agent with the IRS and holds a life and health insurance license in the state of Delaware.

Experience and Education

Lori specializes in tax planning and compliance for high-net-worth individuals and their families. She also acts as a liaison between the client and his or her investment and estate planning advisors to develop tax-efficient strategies.

Prior to joining Mariner, Lori was the owner of, and enrolled agent at, Hopkins & Associates.

Lori has a bachelor’s degree in accounting from Penn State University.

Personal Interests

Away from the office, Lori enjoys spending time with her husband, daughter and dogs. She also likes camping, boating, kayaking and fishing. She is a Penn State football fan.