Luellen Lockwood

Luellen Lockwood, MBA, CPA, EA

Chief Operating Officer
Direct: (425) 531-7341
Office: (425) 467-1011 Ext. 201
Email: lu@avieradvisors.com

Mentoring colleagues and sharing knowledge with clients

As chief operating officer for Avier, Lu oversees all aspects of operations and accounting/finance, as well as ensuring the firm’s compliance with governmental and SEC regulations. Lu welcomes any question or research need, including working with clients on tax projections.

Lu has carried her accounting and teaching passions into her personal life by teaching managerial accounting at Lake Washington Institute of Technology and financial literacy classes with Hopelink. She is also actively involved in her church: serving on the finance committee, singing in the choir, and working in various mission/outreach programs. Life for Lu outside of the office also includes a commitment to fitness, as well as travel adventures and photography.

Education

Master of Business Administration with honors, University of Massachusetts; Bachelor of Arts in Business Administration, University of South Florida

Licenses

Certified Public Accountant; Enrolled Agent; Series 65

LinkedIn

http://www.linkedin.com/in/lulockwood