Katherine is a diplomatic, detail-oriented, and personable Certified Public Accountant with over 20 years of experience across both public and private sectors. She is recognized for her integrity, leadership, and dedication to delivering high-quality, personalized financial guidance.

Over the course of her career, Katherine has led finance and accounting teams at a global publicly traded manufacturing company and managed complex audit engagements for municipalities, nonprofit organizations, and privately held businesses. She offers deep expertise in financial reporting, internal controls, and executive-level decision support, all grounded in accurate and timely financial analysis.

Her tax expertise spans preparation, strategic tax planning, and compliance for individuals and businesses. Katherine takes a proactive approach—focusing on optimizing tax outcomes while aligning financial strategies with long-term goals. She also provides advisory support in budgeting, forecasting, and investment analysis, helping clients increase clarity and efficiency through streamlined systems and thoughtful planning.

Outside the office, Katherine enjoys hiking, swimming, playing tennis, reading, and gardening.