Katie splits her time between high-net-worth individuals, trusts and estates, family investment partnerships, and small businesses. She prides herself on timely, thorough responses with proactive insight. Written communication and clear goals are key in her decision-making process with clients. Katie believes that communication is a two-way street and that an open line of communication is crucial in achieving family planning success.
Years of Experience
12
Education
Lipscomb University, Bachelor’s
Lipscomb University, Master’s
Professional & Civic Leadership
Finance Committee Member – Park Center
Professional Credentials
Certified Public Accountant (CPA)
