Carly Lortie

  • Colleges attended: Sierra College
  • Degree: Associate of Science in Natural Science
  • Month and year started with the firm: January 2023
  • Previous experience: Compliance coordinator and administrative assistant
  • Departments and specialties: Administration
  • Favorite band: The Beatles


At Casey Peterson, LTD, we understand not everyone loves the complexities of accounting like we do. That's what sets us apart from the rest. Our CPAs, accountants, and financial advisors truly love numbers, solving problems, and creating business and financial strategies for our clients.

We’re looking for clients who believe in good customer service — clients who want CPAs, accountants, and financial advisors who are big-picture thinkers and ethical problem solvers. We’re looking for relationships, not transactions.

If you want the same, we should talk.

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