Emma-Anne Lonsford joined Aldrich Wealth in 2023 as a Senior Tax Associate for the Private Wealth Tax Team. Despite only recently joining Aldrich Wealth, Emma-Anne has been with Aldrich CPAs + Advisors LLP since July 2020, first as an intern and then transitioning into a full-time employee.

In her current role, Emma-Anne strives to provide exceptional tax and planning expertise for high-net-worth and ultra-high-net-worth individuals. She assists with managing projects, supporting newer staff, and providing an in-person presence for the Aldrich Wealth team in our Salem area office. She prioritizes connecting with clients to make them feel empowered and supported in their compliance and tax planning needs.

Emma-Anne received her Bachelor of business administration at Corban University with a focus in accounting in May of 2021. In 2022, she also became a member of the Oregon Society of Certified Public Accountants.

Before becoming a CPA, Emma-Anne had a professional ballet career. She believes ballet and tax accounting are alike because they require a substantial understanding of foundational concepts before everything comes together. In her spare time, she enjoys teaching ballet classes, taking long walks with her husband and their dog Westley, and reading classic novels.