Lois Passemato

Bookkeeper

Lois has been part of our team since 1996, after a successful 26-year career with Verizon. She oversees the bookkeeping, payroll taxes, and meals taxes for many of our clients.

A mother of two and grandmother of two, she currently resides in Saugus with her husband, John.

“I worked for the telephone company for 26 years and then took an early retirement in 1995. My retirement lasted three weeks!
Lois_Passemato

3 Questions with Lois

"What’s your favorite thing about working at the firm?"

I’ve learned a lot. I enjoy what I do because it has a start and end which gives me a sense of competition. I’ve gotten to know my clients well.

"What’s special about your Sachetta clients?"

Most of them are very good at what they do but they stink at office work. We help them with our streamlined process so it doesn’t have to take much of their time. I have a good relationship with most of my clients.

"If you could have dinner with anyone dead or alive, who would you choose?"

Nancy Pelosi. She’s a strong woman that most men are intimidated by. I admire that she has been in her position for as long as she has. She is a good role model for women.

Latest Posts

Reverse Mortgages: Why They're Rarely the Right Fit

As home values rise, reverse mortgages are increasingly being promoted by lenders as a way to tap into that equity and boost cash flow. But after more than 30 years as a fiduciary advisor, I can tell ...

Read More

Financial Planning in Your 50's: 8 Ways to Maximize Your Prime Earning Years

50 and Feeling Behind? 8 Steps to Get on Track Financially If you’ve recently turned 50 and are wondering, “Is it too late to get my finances together?” - you’re not alone. Many Gen Xers hit this mile...

Read More