Lori J. Baker Cpa Csep Aep
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Lori J. Baker Cpa Csep Aep Email & Phone Number

Of Counsel at Baker Holtz
Location: Grand Rapids, Michigan, United States 6 work roles 2 schools
1 work email found @bakerholtz.com 2 phones found area 616 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email l****@bakerholtz.com
Direct phone (616) ***-****
LinkedIn Profile matched
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Current company
Baker Holtz
Role
Of Counsel
Location
Grand Rapids, Michigan, United States
Company size
24 employees

Who is Lori J. Baker Cpa Csep Aep? Overview

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Quick answer

Lori J. Baker Cpa Csep Aep is listed as Of Counsel at Baker Holtz, a with 24 employees, based in Grand Rapids, Michigan, United States. AeroLeads shows a work email signal at bakerholtz.com, phone signal with area code 616, and a matched LinkedIn profile for Lori J. Baker Cpa Csep Aep.

Lori J. Baker Cpa Csep Aep previously worked as Past President of Board of Directors at St. Cecilia Music Center and Past Chair of the Board of Directors at Kent County Parks Foundation. Lori J. Baker Cpa Csep Aep holds Bsba, Accounting from Aquinas College - Grand Rapids.

Company email context

Email format at Baker Holtz

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*@bakerholtz.com
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AeroLeads found 1 current-domain work email signal for Lori J. Baker Cpa Csep Aep. Compare company email patterns before reaching out.

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Profile bio

About Lori J. Baker Cpa Csep Aep

In my role as Of Counsel at Baker Holtz, I devote my time to new business development and community engagement. My broad industry experience gives me a unique perspective in developing new clients. Over the years, I have assisted high net-worth individuals, owners and employees of numerous businesses and non-profit organizations in the areas of tax planning and preparation, estate and trust, retirement and financial planning, succession planning, ESOPs, and human resources, as well as audit, accounting and general business consulting. I have held various board positions with many organizations, including President. My focus in continuing education includes receiving a Certificate of Educational Achievement (CEA) in Tax Planning and Advising for Closely-Held Business, the Certified Specialist in Estate Planning (CSEP) designation and the Accredited Estate Planner® (AEP) designation.As an active member of the West Michigan community, I also hold board positions with several non-profit organizations. I am a founding member of the West Michigan Chapter of inFORUM (formerly the Women's Economic Club), Past President of the Western Michigan Estate Planning Council, I held the position of President of the board of the Kent County Parks Foundation, and I am past President of the board for St. Cecilia Music Center and continue to be a member of the Development and other committees. I'm also a past Director for the Davenport University Alumni Association.Specialties: Planning in the areas of tax for individuals and businesses, succession and exit strategies for business owners, estate planning for high net-worth business owners and individuals.

Listed skills include Tax, Finance, Strategic Financial Planning, Small Business, and 41 others.

Current workplace

Lori J. Baker Cpa Csep Aep's current company

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Baker Holtz
Baker Holtz
Of Counsel
Grand Rapids, MI, US
Website
bakerholtz.com
Employees
24
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6 roles · 47 years

Lori J. Baker Cpa Csep Aep work experience

A career timeline built from the work history available for this profile.

Past President Of Board Of Directors

Current
St. Cecilia Music Center

Greater Grand Rapids, Michigan Area

St. Cecilia Music Center, located in downtown Grand Rapids, Michigan, serves the community by:Presenting world-class musicians in a first-class hall through our chamber music and jazz series and Great Artist Gala. Providing music education for all ages through our School of Music. Preserving a historic landmark building for musical and community activities.

Jul 2004 - Present

Of Counsel

Current
Baker Holtz

Greater Grand Rapids, Michigan Area

Originally formed in 1979, Baker Holtz focuses on the needs of closely-held businesses, their owners and others seeking trusted advisors in financial and tax matters.We understand our clients’ need for a trusted advisory relationship that helps meet the unique demands and challenges they face. Our ability to do this starts with having talented people in place who have the skills and training to deliver professional advice and superior service. The expertise of our professional associates includes:Business ConsultationAccountingTax Planning and PreparationEstate PlanningFraud Prevention

Jan 2017 - Present

Past Chair Of The Board Of Directors

Kent County Parks Foundation

Greater Grand Rapids, Michigan Area

Founded in 1999, the Kent County Parks Foundation is a nonprofit organization dedicated to expanding and improving park land, protecting the environment, and preserving open space in Kent County, Michigan.

Jul 2000 - Dec 2015

Board Member

Western Michigan Estate Planning Council

Greater Grand Rapids, Michigan Area

Members of the Western Michigan Estate Planning Council consist of persons who are interested in and actively practicing estate planning in Western Michigan.This was my 2nd term on the board and I've been a member for many years.

Aug 2009 - Jul 2012

Accountant

Deloitte

Greater Grand Rapids, Michigan Area

1980 - 1982 ~2 yrs
Team & coworkers

Colleagues at Baker Holtz

Other employees you can reach at bakerholtz.com. View company contacts for 24 employees →

JC John Clark John Clark Colleague at Baker HoltzGreater Exeter Area, United Kingdom View → JA John Anderson John Anderson Colleague at Baker HoltzLondon, England, United Kingdom View → EM Emily Morgan Emily Morgan Colleague at Baker HoltzComstock Park, Michigan, United States View → CW Char Watson Char Watson Colleague at Baker HoltzGrand Rapids, Michigan, United States View → WJ Wendy Jo Quada Wendy Jo Quada Colleague at Baker HoltzGrand Rapids, Michigan, United States View → CK Charlotte Kraus Charlotte Kraus Colleague at Baker HoltzGrand Rapids, Michigan, United States View → DV Dan Van Laar Dan Van Laar Colleague at Baker HoltzHudsonville, Michigan, United States View → AT Ann Tobin Ann Tobin Colleague at Baker HoltzGrand Rapids, Michigan, United States View → RK Rosemary Kolderman Rosemary Kolderman Colleague at Baker HoltzRockford, Michigan, United States View → SR Samantha Ruple Samantha Ruple Colleague at Baker HoltzCaledonia, Michigan, United States View →
2 education records

Lori J. Baker Cpa Csep Aep education

FAQ

Frequently asked questions about Lori J. Baker Cpa Csep Aep

Quick answers generated from the profile data available on this page.

What company does Lori J. Baker Cpa Csep Aep work for?

Lori J. Baker Cpa Csep Aep works for Baker Holtz.

What is Lori J. Baker Cpa Csep Aep's role at Baker Holtz?

Lori J. Baker Cpa Csep Aep is listed as Of Counsel at Baker Holtz.

What is Lori J. Baker Cpa Csep Aep's email address?

AeroLeads has found 1 work email signal at @bakerholtz.com for Lori J. Baker Cpa Csep Aep at Baker Holtz.

What is Lori J. Baker Cpa Csep Aep's phone number?

AeroLeads has found 2 phone signal(s) with area code 616 for Lori J. Baker Cpa Csep Aep at Baker Holtz.

Where is Lori J. Baker Cpa Csep Aep based?

Lori J. Baker Cpa Csep Aep is based in Grand Rapids, Michigan, United States while working with Baker Holtz.

What companies has Lori J. Baker Cpa Csep Aep worked for?

Lori J. Baker Cpa Csep Aep has worked for Baker Holtz, St. Cecilia Music Center, Kent County Parks Foundation, Western Michigan Estate Planning Council, and Deloitte.

Who are Lori J. Baker Cpa Csep Aep's colleagues at Baker Holtz?

Lori J. Baker Cpa Csep Aep's colleagues at Baker Holtz include John Clark, John Anderson, Emily Morgan, Char Watson, and Wendy Jo Quada.

How can I contact Lori J. Baker Cpa Csep Aep?

You can use AeroLeads to view verified contact signals for Lori J. Baker Cpa Csep Aep at Baker Holtz, including work email, phone, and LinkedIn data when available.

What schools did Lori J. Baker Cpa Csep Aep attend?

Lori J. Baker Cpa Csep Aep holds Bsba, Accounting from Aquinas College - Grand Rapids.

What skills is Lori J. Baker Cpa Csep Aep known for?

Lori J. Baker Cpa Csep Aep is listed with skills including Tax, Finance, Strategic Financial Planning, Small Business, Accounting, Estate Planning, Cpa, and Nonprofits.

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