Team Page

Lori A. Haller

Manager of Estate Settlement

Lori has 24 years of experience in the investment industry.

Lori joined Welch & Forbes in 2001, first working as a tax accountant then moving to the estate settlement area. Lori was formerly a tax accountant for Ropes & Gray LLP in their Private Client Group. Prior to that, she worked in the Probate Department of Goulston and Storrs. Lori is a graduate of Northeastern University. She is assisted by Lena Marble, who has been with the firm for 21 years.

  • Member, Boston Estate Planning Council
  • Hearing Officer, Massachusetts Board of Bar Overseers
  • Co-Chair, Dexter Southfield Annual Fund