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.


  • B.S. in Accounting from the University of Kentucky
  • Master of Accountancy from the University of Kentucky


  • Certified Public Accountant
  • Board member of CASA of the Heartland, a nonprofit organization that supports abused and neglected children involved in the court system
  • Member of the Elizabethtown Junior Woman’s Club, a group dedicated to giving back to the community

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