Lori M. Dugal
Managing Director

Lori Dugal brings more than 25 years of management experience in the High-Net-Worth Advisory Services industry to Strata. Prior to joining Strata Services, she spent 20 years in Hancock Whitney’s Wealth Management Group, where she developed and managed the Estate and Financial Planning unit, managed the Fiduciary Tax Department and managed the Trust Financial Reporting group.  She started her career at KPMG, where she specialized in high-net-worth individuals, fiduciary and estate taxation, and charitable entities.

Lori has extensive experience in financial management and reporting; fiduciary, estate and gift taxation; fiduciary document analysis and administration; philanthropy coordination; succession planning; and securities accounting. She is recognized for her ability to effectively lead projects with multiple team members, as well as her ability to create efficient and effective workflows and processes.

Lori received her Bachelor of Science in accounting from the University of New Orleans, is a licensed Certified Public Accountant and holds the AICPA’s Personal Financial Specialist (PFS) credential.

Lori is a lifelong resident of New Orleans and currently resides uptown. She has three children: a daughter attending LSU’s Health Sciences Center, another daughter attending Ole Miss and a son who is a student at Holy Cross School. Lori enjoys traveling, helping others plan trips, reading, and playing with her dogs, Jack and JuJu.