We are here for you.

Feather Financial, located in beautiful Quincy, California provides financial services for business and personal clients. 

 

At Feather Financial, you get big broker experience with local customer service. We offer a wide range of  services and we have the flexibility to meet your needs now and in the future.

Lori Morrell Lomas

Lori is an Enrolled Agent, licensed to practice before the IRS, as well as a California-licensed Insurance Agent. She has been in the financial services industry since 1976 - over 40 years!  A Quincy resident for nearly three decades, Lori has been in business in Plumas County since 1992.  She is highly regarded in the community not only for her tax preparation services, but also for helping people with retirement planning and health insurance needs.  Among the insurance products she offers are Covered California health insurance plans, Medicare supplements and prescription plans, and retirement annuities.

Curtis Lomas

Curtis has an extensive background in real estate, finance, and government programs (over twenty years with the State of Alaska and Plumas County), as well as public policy research at the University of Alaska.  Curtis is a California Registered Tax Preparer with more than 10 years of experience in tax preparation, a Notary Public, and a retired real estate broker (DRE license # 01473061). Curtis is ready, willing, and able to help you with all of your tax preparation needs, including real estate-related tax issues.  Notary services are also available by appointment.

Breeann Pence

Accounting manager Breeann Pence joined Feather Financial in 2009 as a receptionist and since then has taken on progressively more complex responsibilities. Her professional and helpful attitude and wealth of knowledge have made her a valued member of our team. In addition to bookkeeping services, Breeann provides payroll processing services for numerous Plumas County employers. 

Alicia Missman

Office assistant and receptionist Alicia Missman is the newest member of the Feather Financial team.  A longtime Plumas County resident and a Greenville High School graduate, Alicia’s prior experience was in the food industry.  She’s excited about her new career in financial services and eager to greet you when you call or come in.

We look forward to meeting you!

Lori Morrell-Lomas, EA

CA Ins. License #OBO6912

Enrolled Agent #91323

 

Visit

20A Crescent Street

Quincy, CA 95971

Call or Fax

T: 530.283.2341

F: 530.283.2740 

weekly tax tip