Bobbie Lemmo, CPA/PFS, CFP®

Designations

• Certified Public Accountant
• Personal Financial Specialist
• Certified Financial Planner® professional

Work Experience

• With 45 years of experience, deals with a wide variety of clients including sports personalities, corporate executives, closely-held business owners, high-net-worth individuals, and family offices
• Focused on Family Office Services for high-net-worth individuals and retired sports personalities
• Emphasis is on trust planning, implementation, governance, and administration as well as wealth advisory services, tax and estate planning, both international and domestic
• Joined IMG, MAI’s predecessor in 1979, and prior to IMG, was a Tax Analyst with TRW, Inc. which encompassed tax reporting on their Domestic International Sales Organization (DISC) as well as the IRS liaison for ongoing audits
• In 1992, was honored in Crain’s Cleveland Business “40 under 40”

Life Outside of MAI 

• Enjoy spending time with family and friends
• Enjoys traveling

Education

• Dyke College, BS in Accounting
• University of Akron, MS in Taxation
• College of Financial Planning, MS in Financial Planning