Our Professional Team - LGC&D Wealth Management, LLC

Jerrold N. Dorfman, CPA, PFS
Principal

Jerry has been a CPA for over 25 years. As a Principal of both LGC&D Wealth Management, LLC and LGC&D, PC Certified Public Accountants / Business Consultants, Jerry brings a diverse set of skills to meet the needs of his clients. In 1988, Jerry was one of the first CPAs in Rhode Island to earn the title of Personal Financial Specialist from the American Institute of Certified Public Accountants. Jerry received his Bachelor of Science degree from the University of Rhode Island and his Masters of Taxation from Bentley College.

Kristin Dexter
Administrative Assistant

Kristin joined the firm in July 2007. She has a B.A. in Psychology and more than 20 years of non-profit administrative experience as a Development Director and Certified Fund Raising Executive. Her experience focused primarily on donor relations, fundraising, grant-writing, and public relations.