Albuquerque, N.M.-based IPA 200 firm REDW Advisors & CPAs (FY23 net revenue $49.6 million) announced the appointment of Lori K. Woodbury as the first-ever PIC of the Pacific Northwest office, which is based in Salem, Ore. In her role, she will serve as the executive and administrative leader for the office and create processes that allow REDW to continue its evolution into an integrated, multidisciplinary advisory firm providing tax and accounting services as well as software solutions, wealth management, human resources consulting, forensic & dispute advisory, business valuation and cybersecurity. Woodbury will also be responsible for continuing to shepherd the many long-term relationships that the firm has with respected partners in the business and professional service communities as well as creating new relationships between the office and the philanthropic and civic communities. In addition to serving as the PIC, Woodbury will also continue in her role as tax principal for the firm.
“As the firm continues to grow and its service lines and expand geographically, the Principal-in-Charge role becomes increasingly important to support our one-firm strategy and culture while recognizing appropriate regional differences,” said Steve Cogan MP of REDW Advisors & CPAs. “Our Principals-in-Charge across our Pacific Northwest, Phoenix, Albuquerque and Oklahoma City offices will work closely with me and our practice leaders to assure that community relations, streamlined processes and company culture remain top-of-mind at all times.”