Lorrie K. Clark
Senior Wealth Planner and I.R.S. Enrolled Agent
Lorrie Clark is a Senior Wealth Planner at Whitwell & Co., LLC. Lorrie has over 20 years of experience in the financial services industry and was most recently a Senior Wealth Advisor at a multibillion-dollar RIA in Texas. .
With a career focus in financial planning and tax services, Lorrie worked very closely with their high net-worth clients, leading them on financial planning and client services. She also prepared tax returns for her clients. Lorrie created the compensation plans and analyses, cash flow models, retirement plans, estate and gift plans, and education plans. She also supported the asset manager review process team and supported the investment management team in reviewing asset allocations.
Lorrie attended Western New Mexico University where she received a B.S. in accounting and earned her Enrolled Agent designation. She lives outside of San Antonio, Texas with her three children, four horses, three dogs, and two cats. Lorrie has been serving on the Board of Directors for Girls Inc. since 2016, while also serving on the Executive Committee as Treasurer.