With more than 15 years of experience, Katie assists businesses and individuals with tax planning and preparation, financial planning, financial statement preparation, and general business and management advising. Katie joined HK in 2004.
Corporate, partnership and individual tax planning and preparation; financial planning; financial statement preparation; general business consulting and management services; strategic planning
Dental practice services team member
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)
American Institute of Certified Public Accountants (AICPA)
Iowa Society of Certified Public Accountants (ISCPA)
Recipient of the 2013 Women of Achievement Award for Up & Coming Leader by Women’s Leadership Network
Loras College CFP® Advisory Council, member
St. Columbkille Parent Association, treasurer
Dubuque Montessori School, treasurer
Katie’s husband is Andrew, and they have two sons, Jack and Ben. Her hobbies are running and spending time with her family.
