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Biography

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.

Education

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

Highlights

  • 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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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.