facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Lilly Bargioni

Administrative Assistant


As the welcoming face of the firm, I am committed to ensuring every client has a positive and seamless experience from the moment they connect with us. I bring strong organizational skills, attention to detail, and a dedication to exceptional service to my role each day.

Originally from the Bay Area, I now call Portland, Oregon home and truly enjoy all that the Pacific Northwest has to offer. I earned my Bachelor of Science degree in Graphic Information Technologies, which supports my ability to manage processes efficiently while maintaining a thoughtful, client-focused approach.

Outside of the office, I enjoy exploring the outdoors with my fiancé and our rescue dog, Maggie. Whether skiing, hiking, paddleboarding, camping, or trying new restaurants around Portland, I value staying active and engaged in the community. I am proud to be part of a team that prioritizes professionalism, integrity, and meaningful client relationships.

For all tax-related administrative questions—including organizer status, document submission, portal access, deadlines, or return status updates—please feel free to contact me.