Lori Andersen is a Certified Public Accountant (CPA) and Senior Tax Advisor at The Retirement Planning Group, where she leads tax strategy and client service initiatives while helping families navigate complex tax decisions with clarity and confidence. She is passionate about delivering proactive, thoughtful guidance that supports each client’s broader financial plan.

Lori earned her Bachelor of Business Administration in Accounting from Baylor University, where she discovered her passion for financial problem-solving and the meaningful role it plays in people’s lives. She began her career with Arthur Andersen LLP in Dallas, where she built a strong technical foundation in auditing and gained exposure to a wide range of industries. She later expanded her experience at a Houston-based CPA firm, deepening her ability to support clients through increasingly complex tax and financial situations.

As her family grew, Lori chose an entrepreneurial path that allowed her to balance career and home life. She founded and grew her own tax preparation practice, building lasting relationships through accuracy, trust, and genuine care. That experience shaped her client-first philosophy and strengthened her commitment to helping individuals feel informed and confident in their financial decisions.

Today, Lori brings together her background in public accounting, small business ownership, and tax strategy to serve clients and support the broader advisory team at TRPG. Known for her thoughtful, approachable style, she combines technical expertise with a deep dedication to helping others succeed. Outside of work, Lori enjoys spending time with her family, caring for her pets, staying involved in her community, and appreciating the everyday moments that bring balance and fulfillment.