Mary Jordan


Mary joined Lohman Company in 2006 as a manager. Mary currently serves as a Partner within the tax department and is a member of the Senior Management Group. Her expertise lies in gift, trust, income and estate tax planning for high net worth individuals as well as compliance regulation for a variety of individuals, trusts and LLCs. Mary uses team approach, working with the client as well as their legal and investment advisors, to achieve their family goals in a tax efficient manner.