REDW Advisors & CPAs is pleased to announce the appointment of Lori K. Woodbury, CPA, CMA as the first-ever Principal-in-Charge of the Pacific Northwest office, which is based in Salem, Ore. In her role, she will serve as the executive and administrative leader for the office, both as it relates to those physically in the office as well as those working remotely or in a hybrid setting, and create processes that allow REDW to continue its evolution into an integrated, multidisciplinary advisory firm providing tax and accounting services as well as software solutions, wealth management, human resources consulting, forensic & dispute advisory, business valuation, and cybersecurity. Woodbury will also be responsible for continuing to shepherd the many long-term relationships that the firm has with respected partners in the business and professional service communities as well as creating new relationships between the office and the philanthropic and civic communities. In addition to serving as the Principal-in-Charge, Woodbury will also continue in her role as Tax Principal for the firm.
“As the firm continues to grow and its service lines and expand geographically, the Principal-in-Charge role becomes increasingly important to support our one-firm strategy and culture while recognizing appropriate regional differences,” said Steve Cogan, CPA, Managing Principal of REDW Advisors & CPAs. “Our Principals-in-Charge across our Pacific Northwest, Phoenix, Albuquerque, and Oklahoma City offices will work closely with me and our practice leaders to assure that community relations, streamlined processes, and company culture remain top-of-mind at all times.”
Woodbury has more than 20 years of experience in public accounting, with the past 15 years focused on handling tax issues for individuals, partnerships, and corporations, as well as estates and trusts. Prior to joining REDW, Woodbury served as the Managing Partner over Business Operations at Grove, Mueller & Swank, P.C. (GMS), which joined forces with REDW in 2023 to better serve their combined clients, particularly those in the Pacific Northwest. Woodbury is both a Certified Management Accountant (CMA) and Certified Public Accountant (CPA) licensed in Oregon, and a member of both the American Institute of Certified Public Accountants (AICPA) and the Oregon Society of Certified Public Accountants (OSCPA). She has a Bachelor of Science in Accounting from Point Park University, a Master of Science in Taxation from Robert Morris University, and a Master of Science in Fraud and Forensics from Carlow University. Within the community, Woodbury served for many years on the board of the Willamette Heritage Center, a local non-profit that connects generations through the gathering, preserving, and sharing of Mid-Willamette Valley history.
Woodbury’s position is the latest in a series of key leadership roles introduced by the firm. In the past year, REDW appointed Marketing Director in Heather Stratz and first-ever Director of Client Success in Diana Gibson, and in 2023 brought on Kerry Prine as the firm’s first COO and Byron Wheeler as its Vice President of Sales. The firm also continued its explosive growth in 2024 when Phoenix-based firm Hatcher Financial joined REDW. Through the acquisition, Hatcher Financial, which provides tax and accounting services as well as a suite of wealth management and financial planning to its clients, joined REDW Wealth LLC, an SEC-registered investment advisory firm subsidiary of REDW Advisors & CPAs with more than $866 million in assets under management. Also in 2024, its team based in Oklahoma formally moved into a new office located at 211 N. Robinson Ave., Suite N150 in Oklahoma City. The 3,126-square-foot space supports 22 total REDW employees and allows room for continuous growth.
About REDW Advisors & CPAs
Founded in 1953, REDW is celebrating more than 70 years of trusted expertise and growth. From its offices across the Southwest and Pacific Northwest, nearly 375 professionals serve the audit, tax, cybersecurity, business, and financial needs of a wide range of clients, both regionally and nationally, including mid-market businesses, construction & real estate, technology, healthcare, hospitality, professional service providers, and government, including Tribal Nations and their enterprises. The firm takes pride in attracting top talent from across the country who see REDW as a place where they can grow both personally and professionally. For more information, learn about REDW, the firm’s history, or connect on linkedin.com/company/redw.
About REDW Wealth LLC
Founded in 1997, REDW Wealth LLC is an SEC-registered investment advisory firm subsidiary of REDW LLC. With offices in Albuquerque and Phoenix, the REDW Wealth team provides financial planning, investment management and consulting, and estate planning services to individuals, families, businesses, institutions, and Tribal entities and has more than $866 million in assets under management. For more about REDW Wealth, visit redw.com/wealth or follow us on linkedin.com/company/redw-wealth-llc.
