Luellen Lockwood

Luellen Lockwood, MBA, CPA, EA

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

Mentoring colleagues and sharing knowledge with clients

As Chief Financial Officer for Avier, Lu oversees all aspects of accounting and finance, human resources, and office management. Lu welcomes any questions or research need, including working with clients on tax projections.

Lu has carried her accounting and teaching passions into her personal life by teaching several accounting classes at Lake Washington Institute of Technology, receiving the Instructional Excellence Award for 2016-2017 from the college. She also teaches financial literacy classes for Hopelink.

She is actively involved in her church: singing in the choir and working on various mission/outreach programs. Lu recently completed 20 years of service on the Finance Committee. Life for Lu outside of the office includes travel adventures with her sweetheart Vince, photography, and a commitment to fitness.

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