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Lori A. Davis, CPA/PFS

Tax Manager
Phoenix, AZ

Lori Davis is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) with Ronald Blue & Co. CPAs and Consultants, LLP, in Tempe, Arizona.

 

As a Certified Public Accountant and Personal Financial Specialist, Lori provides tax, accounting, financial planning, and consultation services to individuals,  closely-held corporations and partnerships, fiduciaries (trusts), and estates. She is a member of the American Institute of CPAs and the Arizona Society of CPAs.

 

In addition to her CPA designation, Lori earned her BS in Accounting from Arizona State University. 

 

Lori began her career in public accounting where she developed expertise in taxation, financial analysis and business consulting. Prior to joining Ronald Blue & Co. CPAs and Consultants, Lori gained a wealth of knowledge and experience serving as a Sr. Private Wealth Advisor in the Phoenix office of Ronald Blue & Co., LLC for over 15 years. Whether her clients have a desire to achieve financial goals or better manage their personal or business tax and finances, Lori listens to their needs, analyzes their situations, and helps implement those desires into realistic strategies.

 

Active in her community, Lori has used her gifts and experience to serve the local church and community. She has served as treasurer for her church, on the Finance Committee, and on other leadership committees.  For many years she was active in the benevolence ministry and taught pre-marital and financial stewardship classes.

 

Lori and her husband, Al, live in Chandler, AZ.

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