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LORELEI M. TOLSON, CPA/PFS, CFP®, CIMA

Director

Location:: Indianapolis Office
Phone:: 317.843.5678
Fax:: 317.843.5679
Email:: ltolson@ofgltd.com
Education: Lorelei has a Bachelor of Science degree from Butler University where she graduated Cum laude with high honors in accounting. She also received the Indiana CPA Society Accounting Honor Student Award and was nominated by Butler University faculty into the Phi Kappa Phi National Honor Society.
Professional Designation: Since graduating from Butler University, Lorelei has become a Certified Investment Management Analyst, Personal Financial Specialist, CFP, and a CPA. She is also a member of the American Institute of CPAs, Institute of CFPs, Indiana CPA Society, and the Investment Management Consultants Association.

"I believe the most important aspect of the client-financial advisor relationship is trust. Trust is earned by delivering impeccable client service year after year; by honoring client confidentiality; by being respectful, honest and responsive; by being proactive and engaging clients with new and fresh ideas; and by continually striving to exceed expectations. Earning a client’s trust is my focus and is one of the most rewarding aspects of my career."

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