Meet Your Team
Here to support you throughout the year, every step of the way.
About Me
Lori Lamanno
Lori is your dedicated Client Success Manager committed to ensuring you feel valued and supported throughout your financial journey. She helps you navigate your PaulHood membership, providing clear guidance and making sure your feedback drives continuous improvement. Whether you need strategic advice or have questions about your plan, Lori is here to help you feel confident in your financial choices.
Lori’s contact information:
→ [email protected]
→ (512) 766-7466
Prajakta Sali
Senior Tax Associate
Sharon Horton
Senior Tax Associate
Pat Thompson
Judy Ward
Tax Preparer II
Destiny Heath
Tax Preparer II
Bert Doerhoff
Senior Tax Consultant
Resources
Practical resources and tips to help you stay informed and prepared.
