Lauri Roberts, CPA
Partner
Lauri Roberts is the partner in charge of the Twin Cities Region of Wipfli LLP. Lauri has been a professional in the tax industry since 1982. With over 25 years of taxation and wealth management experience, Lauri focuses her concentration on understanding the complex needs of her clients in conjunction with their relationship with other advisors.
Lauri specializes in working with executives, high-net-worth individuals, and wealthy families as part of Wipfli’s Private Client Services Group. She provides personalized services to simplify the financial lives of her clients and works closely with other advisors to preserve family wealth.
Her goal is to provide timely tax preparation, focused tax and estate planning, and family office services to clients, as needed. Developing client relationships, effectively communicating planning opportunities, and a strong belief in a team approach are her focus when providing tax services to clients.
Professional Organizations and Activities
Lauri is a member of the American Institute of Certified Public Accountants (AICPA) and the Minnesota Society of Certified Public Accountants (MNCPA). Lauri was recently honored as a “2007 Women to Watch” award recipient by the Minneapolis/St. Paul Business Journal as well as a “2007 Top Women in Finance” honoree by Finance and Commerce. In addition, she has been recognized as a Top CPA by Twin Cities Business Monthly for several years.
Lauri currently serves on the board of directors and finance committee for the Jeremiah Program, a supportive housing program for single mothers and their children. She is also a sustaining member of the Junior League of Minneapolis and a member of the Twin Cities United Way Women’s Leadership Council.