Lori O’Malley joined the Mawynn Peak Financial team in late 2023. Her main focus is on working with our tax clients but will start to implement more Mawynn Peak Financial client relationships in 2025. She comes to Mawynn Peak Financial with over 23 years as an Administrative Assistant – Federal Grant Compliance and Budgeting in the public school sector as well as over 11 years in membership relations from a local credit union. Lori holds a Bachelor’s degree from IUPUI’s School of Liberal Arts, majoring in Children’s Literature with a minor in Spanish. She resides in Carmel with her husband – who enjoy long ride cycling, reading and cooking.