Meet The Team | Carly Lortie
Meet The Team | Carly Lortie
03/28/2023 Tags: Announcements
Join us in welcoming one of our newest team members at Casey Peterson, LTD, Carly Lortie. She joined us in January as an administrative assistant.
Carly helps process taxes as they come in and assists clients when making appointments with one of our team members. She says her goal is to help staffers and clients feel less stressed during the busyness of tax season.
Previously, Carly earned an associate of science degree in natural science. While in school, she worked part-time for an insurance company and then as an administrative assistant at a retirement community HOA. This is Carly’s first foray into the accounting profession, and she says she’s having fun learning something new.
After growing up in northern California, Carly moved to South Dakota with her family about a year and a half ago. In California, she lived in what was considered a small city, which is still 2.5 times the size of Rapid City, until she and her siblings graduated. After that, she and her family moved to a small farm community.
In her free time, Carly likes to read, bake, knit, and crochet. She says she’s constantly trying new things to create.
“I declare there is no enjoyment like reading.” — Jane Austen
WHAT ARE YOUR FAVORITE BOOKS/PODCASTS?
Books: “The Radium Girls: The Dark Story of America’s Shining Women” by Kate Moore and “Freckles” by Gene Stratton-Porter
Podcasts: “Doxalogic” and “Life with Boston Rob and Tyson Apostol”
WHAT WAS THE BEST CONCERT YOU EVER ATTENDED?
The Fab Four (Beatles Tribute Band) … Super impressive!
WHAT MOVIE CAN YOU WATCH A MILLION TIMES?
“Little Women” (both the 1994 and the 2019 versions)
IF YOU COULD VISIT ANYWHERE IN THE WORLD, WHERE WOULD YOU GO AND WHY?
I would love to visit England. There is so much history there!
Some FAQS about Deductible Medical Expenses
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DON'T LIKE NUMBERS? WE DO.
At Casey Peterson, LTD, we understand not everyone loves the complexities of accounting like we do. That's what sets us apart from the rest. Our CPAs, accountants, and financial advisors truly love numbers, solving problems, and creating business and financial strategies for our clients.
We’re looking for clients who believe in good customer service — clients who want CPAs, accountants, and financial advisors who are big-picture thinkers and ethical problem solvers. We’re looking for relationships, not transactions.
If you want the same, we should talk.