She enjoys a challenge and will custom-design a plan for whatever is needed and appropriate in each case be it accounting or financial. Her scope runs from budgets, educational planning, retirement planning with all economic spectrums from little and no money to helping with lottery winners and millionaires.
She has all the above to offer her clients here in Port Townsend. This year her granddaughter will be joining her as her apprentice.
Lois’ mantra is “How may I help you help yourself?” She tries to glean a person or company’s desires and help them come to fruition. If she doesn’t have the answer, she will seek the answer and won’t stop until a satisfactory outcome prevails. She has been a bi-coastal resident since 2009 in Port Townsend. She is a Kiwanis member, member of the PT Yacht Club and a volunteer at the Port Townsend Visitor’s Information Center.
She may be reached by phone 360-390-5622 or email: email@example.com