Lori Liberty

Partner-in-Charge

Marcum

Joined: 2023

Office Phone:

CONFIDENTIAL

Direct Phone:

CONFIDENTIAL


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Lori Liberty Bio

Lori Liberty is the partner-in-charge of tax and business services for Marcum’s Merrimack, New Hampshire office. She has extensive experience working with closely held businesses, high-net-worth individuals, developmental stage businesses (incubation through self-sufficiency), and private equity firms. Lori is experienced in providing businesses and individual clients comprehensive tax, planning, audit, and accounting services. In addition to her CPA credential, Lori has the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA). This title distinguishes CPAs with considerable professional experience in personal financial planning.