Follow the Money: Mastering Financial Documents in Family Law

Kelly Rote believes that the key to her clients’ long-term success is their having financial confidence, which she prioritizes through education in an approachable way. A Wall Street veteran and investor at heart, she spent the first 15 years of her career managing investment strategies and composing portfolios. Then she discovered her passion for encouraging women to take charge of their financial wellness while she was working as a trader in New York City.

In 2020, Kelly returned to Los Angeles, where she now utilizes her deep knowledge of markets and strategic insights to develop financial solutions for her clients. Her mission is to help clients achieve their financial goals and understand why they have specific investments in their portfolios. She believes that helping her clients achieve this understanding fosters a financial confidence that many experience for the first time and this empowers them to truly feel in control of their financial lives.

Kelly holds a B.B.A. in finance and international business from James Madison University’s College of Business, where she continues to serve as a mentor to students. She has also earned her Series 3, 7, 63 and 66 securities licenses. She serves on the Visionary Women Gen V board, is a member of the NVAK Collective Council and is a supporter of LACMA. She also enjoys tennis, Pilates, hiking and running. In 2018, she traveled to Lewa, Kenya with a UBS team to run in the Safaricom Marathon to benefit wildlife conservation and education efforts. She lives in Brentwood.

Aaron is a Manager at CBIZ Forensic Consulting Group with a proven track record of leading comprehensive analyses in family law cases. His experience comprises a wide range of accounting services, including determinations of gross income available for support, retirement plan allocations, stock option apportionments, characterizations of assets, reimbursement claims analyses, and marital lifestyle analyses. He is passionate about his work and actively strives to serve as an advocate for the profession through his volunteerism in the community and mentorship both within and outside his firm.

Rudolph Lehrer, CFLS, is principal of Lehrer Law APC, and handles complex family law matters from inception through settlement or trial. Mr. Lehrer was previously a partner with Jaffe & Clemens in Beverly Hills. Before joining Jaffe & Clemens, Mr. Lehrer practiced at Morrison Cohen LLP in New York City, handling a wide range of business litigation matters in state and federal courts, and arbitrations. Mr. Lehrer previously served as Chair of the Litigation Section of the Beverly Hills Bar Association; he currently serves on BHBA’s Board of Governors.

Lorna Mouton Riff is a Lead Managing Director at CBIZ with the Forensic Consulting Group. She specializes in family law matters. Lorna has performed analyses in hundreds of engagements for high-net worth family law matters, including complex tracings, lifestyle analyses, analyses and apportionment of deferred compensation, stock and retirement benefits, substantiation of misappropriation of funds and hidden assets, analyses, and allocation of separate and community interest of income of writers, directors, producers, and others in the entertainment field, determination of marital standard of living and reasonable needs, as well as analyses of the division of the community estate for settlement and for trial. For the twenty years before joining CBIZ, she was the uniquely situated in-house forensic accountant at the law firm of Jaffe and Clemens, whose practice was limited to complex family law matters for high- net worth individuals. Lorna has been designated as an expert and testified in the Los Angeles, San Bernardino, Indio, and Ventura Superior Courts on family law matters.