Our Team

Through decades of service, Thomas has created innovative wealth, law, and tax strategies for successful families, business owners and professionals, helping them to: Connect their money to their lives Structure their personal and...

Lauren brings a rare combination of legal, tax, and financial expertise to her work with individuals, families, and businesses. As both a CPA and an attorney, Lauren is uniquely positioned to provide comprehensive, strategic guidance...

Tammy joined Thomas Lofy in 1992 and is an indispensable member of the team. She serves as the Senior Paralegal, Officer Manager, and Tax Flow Administrator. As a Paralegal for over 30 years, Tammy specializes in estate planning,...

Nicole serves as an Legal Assistant and Tax Flow Associate, where she plays a key role in delivering exceptional client service and operational support. In her tax role, Nicole supports the CPAs and tax preparers by managing pre-season...

With over 30 years of experience in administrative support, Mary plays a vital and multifaceted role at Lofy Group. Mary is responsible for the firm’s accounts payable and accounts receivable, including processing invoices and payments...

Dawnn brings over 30 years of customer service, administrative support, and marketing experience, and joined the Lofy Group team in 2020. She approaches any task with a positive, hard-working mindset, and is passionate about building...