Lori Hume, CPA, PFS

Partner

Lori Hume leads the Private Client Services Group in the Minneapolis office. She has more than 20 years of experience working with individual, trust, gift, and estate tax matters. She provides personalized services to simplify the financial lives and preserve the wealth of high net worth individuals.

Lori focuses her practice and that of her team on working with executives, high net worth individuals, and wealthy families. She bases her practice on a solid relationship with her clients and expertise gained in her years of practice. Her team provides services ranging from the highest level of tax advice to family office services.

Working with her clients’ outside advisors to preserve their family wealth is a top priority for Lori. She prides herself on a personal, high-touch approach with her clients.  

Professional Organizations and Activities
Lori is a member of the Minnesota Society of Certified Public Accountants (MNCPA) and the American Institute of Certified Public Accountants (AICPA). Lori has spoken to various organizations on tax-related topics and has been a speaker at the MNCPA Tax Conference and the Minnesota Financial and Estate Planning Council. Lori was selected as a 2008 “Top Women in Finance” award recipient by Finance and Commerce newspaper. She has always been an active volunteer and currently volunteers her time with CommonBond Communities, a leader in providing affordable housing in the Twin Cities, serving on its finance committee.