Cathleen Lorenz

Cathleen Lorenz, CPA, MST Partner, Tax

Business owners and financial staff working with Cathleen know they will get an honest, upfront advisor who isn’t afraid to blaze new trails when the situation warrants. She looks at the whole of what clients need to help them identify options to reduce costs, increase efficiencies and plan ahead.

Location: St. Clair Shores Email: Phone: 586.541.7745

Credentials & Education

  • Certified Public Accountant (Michigan)
  • Master’s of Science in taxation, Walsh College
  • B.A., College of Business, Michigan State University

Cathleen works with businesses from many industries on a range of tax planning issues. She is also one of the firm’s go-to resources for trust and estate planning issues. In three decades as a CPA, she’s handled a variety of complex challenges in this area and helps clients with charitable foundations, charitable remainder unitrusts (CRUTs) and charitable remainder annuity trusts (CRATs).

  • Involved in staff development and training at the firm
  • Michigan Association of CPAs
  • American Institute of CPAs (Personal Financial Planning Section)
  • Grosse Pointe United Methodist Church (Volunteer)
Cathleen and her husband live in St. Clair Shores, Michigan and have two adult children. To unwind, Cathleen exercises regularly and especially enjoys weight training. She also enjoys a good thriller and gardening — something she aspires to spend more time doing. In recent years, she’s been increasingly active at her church.