Experience

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.

Specialties

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

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

Community involvement

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

Family life & hobbies

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

Speaking engagements

• Chicago, IL | 2015 | CPAmerica International’s 2015 Next Generation Conference

Thought leadership

• 3 business trends of 2019 to carry into 4th quarter
• What got you here won’t get you there
• Keeping your customers happy is the key to running a successful business