May 04, 2015
Lohman Company, PLLC is pleased to announce that Mary C. Jordan has been promoted to Partner.
Mary joined Lohman Company in 2006. In her most recent role as Senior Manager in the tax department, Mary was responsible for income, trust, charitable gift and estate tax planning and compliance for high net worth individuals and family groups. She has worked with clients to develop estate and tax planning strategies to achieve their family goals in a tax efficient manner. As Partner, Mary will continue to work collaboratively with these high net worth clients and ensure that their financial goals are met and exceeded.
“We are proud to announce the admission of Mary as a Partner,” said Jay Lohman, CPA, President and founder of Lohman Company. “Mary has the depth of knowledge and experience in her area of specialization and she has excellent communication skills to help clients. We are excited that this area of Lohman Company’s tax practice will continue to grow substantially with Mary as Partner.”
Having attended Arizona State University, she received her Bachelor of Science degree in accounting in 1977. She has worked in the accounting profession for over 35 years.
Mary currently resides in Gilbert, AZ. When not helping clients achieve their financial goals, Mary enjoys traveling, bicycling, going to the theater, yoga and reading mystery novels.