Lori Nelson Payroll & Benefits Specialist

Lori is a Payroll & Benefits Specialist and joined Cassaday & Company, Inc. in January of 2023.

Lori has 32 years of experience in accounting with three certificates from accredited course providers in the country. Lori possesses a comprehensive knowledge of accounting, auditing, taxation, and regulatory compliance with a proven ability to identify and implement improvements that streamline processes to increase efficiency and productivity.

She has also worked on various consulting projects outside of the financial sphere including landscape design. Lori previously worked for Saint Katherine GOC as a full-charge bookkeeper. In addition, Lori designed and supervised the beautification upgrades to STK’s landscape as well as a children’s garden.

Lori has launched successful fundraising campaigns to provide wildlife habitat preservation, rehabilitation, and release. She volunteers yearly as a food preservation judge at the Arlington County Fair. A native of Arlington VA, she currently resides in Lorton VA with her two spoiled Australian Shepherds.

Lori is not registered with Osaic Wealth or Cassaday & Company, Inc., and does not offer securities or investment advisory services.