Bobbie Lemmo, CPA/PFS, CFP®
Senior Wealth Advisor & Team Leader, Managing Director
Bobbie is a Senior Wealth Advisor & Team Leader at MAI. She heads up the firm's Family Office group utilizing over 40 years of experience dealing with a wide variety of clients, including sports personalities, corporate executives, closely-held business owners, high net worth individuals and family offices. Her team's emphasis is on trust planning, implementation, governance and administration as well as wealth advisory services, tax and estate planning; international and domestic.
Bobbie graduated from Dyke College with a BS in Accounting, earned her MS in Taxation from the University of Akron and her MS in Financial Planning from the College of Financial Planning. She is a Certified Public Accountant, a Personal Financial Specialist, and a CERTIFIED FINANCIAL PLANNER™ professional.