At Lam and Associates, our value revolves around respect, integrity, trust, teamwork, and excellence. We live by the rules of treat others as we’d like to be treated, always do the right thing for our clients and our associates, always do the best job for our clients and associates, promote a culture of collaboration, effective teamwork, and being the best that we can personally as well as professionally.
Is a graduate of Rutgers University School of Business in Accounting, a member of Beta Alpha Psi, and has been in the industry for over 20 years. Steve is a CPA and a Registered Financial Advisor. His experience ranges from Fortune 100 financial reporting, tax, and internal audit, Big-4 auditor, and mid-tier CPA firms. Steve’s vast background in industry is a great asset to helping our clients solve problems that may arise.
Steve is from Bridgewater, NJ. He is blessed with a wonderful wife and 2 beautiful children, Outside of the CPA work, he enjoys hiking, camping, bicycling, and hours of chess matches with his kids.
Kamran is a graduate of St. Louis University with a B.S. in accounting. With a public accounting background at a Big 4 Accounting firm and large financial institutions as financial controller, Kamran is very well versed in the financial services segment of the firm, Kamran is also instrumental in providing technical guidance to our Client Accounting Services group. He is responsible for business development and streamlining our restaurant and entertainment practice segment. He provides accounting as well as corporate tax advice to our versatile clientele.
Kamran enjoy spending time horseback riding with his wonderful daughter when not busy at work. Being a native Californian, Kamran also enjoys open sea sail racing. In addition, he is marvelous semi-professional cricket player in his spare time.
Lori J. Zellner
Lori received her B.S. in Business Administration with an emphasis in Accounting from Shippensburg University. Lori has been with the firm since 1997. She works closely with many clients, and provides a complete range of accounting, tax, software and management services to businesses. She is admitted to practice as a Certified Public Accountant in the Commonwealth of Pennsylvania and a member of the Pennsylvania Institute of Certified Public Accounts.
Lori was born and raised in Nazareth, Pennsylvania. She enjoys spending time with her wonderful husband, Ed and their 2 beautiful children, Kristen and Edward.
Elizabeth A. Herman
Liz has 30 years’ experience in the Financial Services Industry. She is licensed for Life, Accident and Health Insurance and has earned her FINRA Series 6 (Investment Company products / Variable contracts Limited Representative), 63 (Uniform Securities Agent State Law Examination), and 65 (Investment Advisor) Registrations.
Liz specializes in helping families and family businesses meet their financial goals by applying her comprehensive knowledge of the financial industry and using in-depth analysis to build strong relationships and financially strong families and businesses. Her goal is to help individuals avoid major financial setbacks and simplify their financial lives.
Liz is actively involved in her community through the Local Business and Professional Women’s Group, Love Upper Perk, and Quakertown Rotary Club. Liz has lived in East Greenville for over 30 years.
Susan M. Bulmer
Sue very well versed in tax preparation and has been a tax professional for over 10 years. Currently, Sue is responsible for the tax preparation, bookkeeping, and other operational matters keeping our firm running at optimal rate.
Sue enjoys spending her time with her husband Ken, her 3 children and 7 grandchildren.
Shirley A. Hillegas
Shirley has a long experience in the printing business spanning over 3 decades. She also joined a family business venture prior to joining the firm. As the assistant to the financial advisory side and CPA side of the firm, Shirley is responsible for numerous tasks that ensure the operational efficiency of the firm.
Shirley spends her time outside of work with her husband Arthur, 2 wonderful children and a beautiful granddaughter. Shirley also spends a lot of time with her Mom and 2 sisters. She also loves books and will spend a lot of time reading