TESTIMONIALS
BOB ALDRIDGE
VICE PRESIDENT
FRENCH AMERICAN VINTNERS
DOMAINE CARNEROS WINERY
KOPF VINEYARDS
RESONANCE WINERY BY LOUIS JADOT
SEQUOIA GROVE WINERY
ST. FRANCIS WINERY AND VINEYARDS
I have worked with Lori on a dozen different projects over the last 15 years and hope to work with her on a dozen more. She has a vast technical knowledge of accounting, finance, business decision making and compliance issues. In addition, she possesses the experience and confidence to estimate and problem solve to help any organization make strong, sound, business decisions.
One of Lori's strongest attributes is her positive attitude and great interpersonal skills which allows her to easily work with many different people in an organization to help the business move forward. She is very personable, approachable and generally liked in all of our 4 work places. I am always amazed at how fast she is able to execute on projects, business models, etc. and get things moving. Her ability to see the big picture and drive strategy coupled with the ability to get into the details and ensure things are done correctly and accurately are virtually unmatched.
Finally, Lori's sense of fairness, highest level of integrity, personal drive and accountability means that I trust her implicitly to execute in the most expedient manner and get the project done right without cutting corners. I can be confident that things are moving, while also getting clear timely updates and complete briefings as needed at decision points.
MIKE JAEGER
CHAIRMAN OF THE BOARD
CLOS DU VAL,
CEO & PRESIDENT
CAKEBREAD CELLARS
"I have had the pleasure to work with Lori as chairman of the Clos Du Val board for the past 3 years. During that time she was a valuable member of the executive team with the ability to address and communicate complex financial issues to the board. She had a strong understanding of the entire business, from production to all sales channels, and therefore was able to effectively establish the key metrics to assist the executive team with the management of the business. Equally as important, she is passionate about her job and a delight to work with."
MICHAEL MULHALL
VP OF FINANCE
DIAGEO
“Lori knows and understands the wine business from an end-to-end perspective. She has built her expertise through a number of senior finance roles across organizations of varying sizes. Lori understands the details while maintaining sight of the big picture, which allows her to identify and capitalize on business opportunities. She has a unique ability to anticipate issues and develop plans to deal with them. Her experience and leadership style allow her to communicate complex financial matters in a simple and easy to understand manner.”
CAROL SHELTON &
MITCH MACKENZIE
CO-OWNERS
CAROL SHELTON WINES
“Lori came into a situation where many short-term accountants had made a mess of our QuickBooks. She was able to untangle the mess, clean up our books and get everything in balance in a relatively short time. She is knowledgeable with a deep understanding of accounting. After an initial introduction to our books, she required very little input from us. Lori was able to determine our true Cost of Goods on our wines which helped us immensely in our budgeting accuracy. She also helped us file an insurance claim for interrupted business from the October 2017 wildfires, creating a report for the claims adjusters that increased our payout by a bundle!”
JEFFREY FELIX
TECHNICAL PRODUCT MANAGER
APPLE
“Lori is a great financial leader in Napa Valley. A true professional, student of the industry and constant teacher. When I was a direct report of Lori at Diageo, she taught me more than any teacher/manager I ever had. She made me a better professional and a better person.”