Your Wealth Team

Katie is a manager in the Everett office and enjoys working with individual and business clients on audits, tax preparation, consulting and much, much more. Katie joined the firm in 1999 and has not looked back.

Katie resides in Arlington with her husband, their two sons, and their mini schnauzer. In their free time, Katie and her family enjoy biking, hiking, boating, and fishing along with many other outdoor activities.