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photo of Lori Haller

Lori A. Haller

Manager of Estate Settlement

Lori has 26 years of investment industry experience.

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 at Ropes & Gray LLP in their Private Client Group. Prior to that, she worked in the Probate Department at Goulston and Storrs. Lori is a graduate of Northeastern University. She is assisted by Lena Marble, who has been with the firm for 23 years.

  • Member, Boston Estate Planning Council
  • Co-Chair, Dexter Southfield Annual Fund