Katie Thomas, CPA, CFP^®, CGMA

Experience

Katie is the president and CEO of Honkamp. She assists businesses and individuals with tax planning and preparation, financial planning, financial statement preparation, and business and management advising. Katie is passionate about the core values of the firm and believes in continuous improvement. She focuses on offering the best quality of service to clients, motivates employees to reach their full potential and encourages team members to anticipate, innovate and deliver solutions to enrich the lives of fellow Honkamp employees, clients and communities. Katie joined Honkamp in 2004.

Specialties

Corporate, partnership and individual tax planning and preparation; financial planning; financial statement preparation; general business consulting and management services; and strategic planning

Education & credentials

B.A. with magna cum laude designation in accounting and finance, Loras College, Dubuque, Iowa
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Global Management Accountant (CGMA)

Professional affiliations

American Institute of Certified Public Accountants (AICPA)
Iowa Society of Certified Public Accountants (ISCPA)

Awards

Recipient of the 2013 Women of Achievement Award for Up & Coming Leader by Women’s Leadership Network
Recipient of the 2021 Rising Star Award

Community involvement

Loras College CFP® Advisory Council, member
St. Columbkille Parent Association, treasurer
Dubuque Montessori School, treasurer

Family life & hobbies

Katie and her husband, Andrew, have two sons, Jack and Ben. Her hobbies are running and spending time with her family.

Speaking engagements

Chicago, Ill. | 2015 | CPAmerica International’s 2015 Next Generation Conference