Katie knew from a young age that she wanted to follow in her father’s footsteps and become an accountant. Since graduating college in 2008, she has worked in a variety of accounting areas and industries. Through those experiences, Katie discovered her passion for working with small businesses and their owners. She thrives on helping clients with everything from QuickBooks transactions to running tax plans for their biggest dreams. Katie considers it an honor to serve as a trusted advisor, and she finds great fulfillment in seeing her clients succeed and reach their goals.