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Principal
Louisville
Client Advisory
Katie is a Principal in the Louisville office, where she works with financial advisors to provide tax compliance and planning for high-net-worth individuals.
Prior to joining Cerity Partners, Katie served as a Tax & Business Advisor with ARGI Financial Group. Before ARGI, she worked as a Tax Advisor and briefly as an Audit Specialist for Dean Dorton Allen Ford, a public accounting and professional business advisory firm.
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