Owner / Licensed Enrolled Agent

CA Ins. License #OBO6912 • Enrolled Agent #91323

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.  A Quincy resident for over 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.

Tax Preparer / Notary Public

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 15 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.

Accounting Manager

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.