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Lori Hodge, CPA

Lori A. Hodge, CPA

A 1988 magna cum laude graduate of Indiana University of Pennsylvania with a Bachelor of Science in Accounting and a minor concentration in Management Information Systems, Lori started her career with Touche Ross (currently Deloitte) in their audit division and Mellon Bank in their SEC Reporting division. In 1999, Lori founded Lori A. Hodge, CPA. Lori specializes in individual and small business tax planning and preparation, business start-ups, and complex tax matters. She is a member of the AICPA and the PICPA. Lori also is an Investment Adviser Representative with Harper & Hodge and Comprehensive Capital Management, Inc. She is series 7, 63 and 65 registered through APW Capital, Inc. specializing in estate and retirement planning. Additionally, Lori is licensed in Life and Health Insurance. Contact Lori: lorihodge@lorihodgeaccounting.com


Daniel Hodge, CPA

Daniel R. Hodge, CPA

A 1988 graduate of Mount Union College with a Bachelor of Science in Accounting and a minor concentration in Information Technology, Dan started his career with Ernst & Whinney (currently Ernst & Young). He continued with regional firms for S.R. Snodgrass and Sisterson & Co., LLP as an audit senior manager. Additionally, he has been a finance executive with PNC Advisors and a regional investment firm. Dan specializes in auditing and accounting, small business planning and consulting, and business start-ups. Dan is also an Investment Advisor Representative with Harper & Hodge and Comprehensive Capital Management, Inc. He is series 7 and 66 registered through APW Capital, Inc. Dan specializes in estate planning, small business 401(k) plans, retirement planning and financial analysis. Additionally, Dan is licensed in Life and Health Insurance. Contact Dan: danielhodge@lorihodgeaccounting.com


Rachel Fromlak, CPA

Rachel Fromlak, CPA

A 1999 graduate of the University of Pittsburgh-Johnstown with a Bachelor of Arts Degree in Accounting, Rachel started her career in public accounting with several local firms. Most recently, she served as Controller for JML Landscape Management. Rachel now returns back to public accounting specializing in individual and non-profit tax planning and preparation as well as auditing and accounting. Rachel is also a Certified QuickBooks ProAdvisor. Contact Rachel: rachelfromlak@lorihodgeaccounting.com


Stephen Underkofler, EA

Stephen Underkofler, EA

A 2004 magna cum laude graduate of Cedarville University with a Bachelor of Arts in Public Administration, Steve started his career specializing in non-profit management (7 years) and coaching business startups in Central Asia. In 2013, Steve joined another CPA tax office, quickly becoming an Enrolled Agent. He now specializes in tax preparation for partnerships, small businesses, complex individuals, and trusts. Contact Steve: steve@lorihodgeaccounting.com


Pat Cawley

Pat Cawley

Pat joins our firm after a career at Menasha Packaging and ADECCO spanning 33 years focusing on administration, accounting and payroll. Pat's responsibilities include focusing on tax return assembly and client administration as well as providing our Harper & Hodge Investment Advisors with client customer service. Contact Pat: patcawley@lorihodgeaccounting.com


Lisa Doyle

Lisa Doyle

Lisa Doyle graduated from the University of Massachusetts. She worked for 10 years as an analyst for mass merchants, then decided to pursue a degree in education. After 20 years in the education field, Lisa now returns back to the business and finance world as a member of the client service team in the Mars office. Contact Lisa: lisadoyle@lorihodgeaccounting.com