TEAM PROFILE

Katie is a Partner in FGMK’s Tax Practice with over 15 years of experience in public accounting and the family office space. She has extensive experience working with high-net-worth individuals and large family groups invested in real estate, private equity, and hedge funds.

Katie’s practice is focused on providing comprehensive domestic and international tax compliance and consulting services to multi-generational family enterprises, private wealth structures, and closely held businesses. She advises on complex tax planning strategies and long-term wealth preservation, often coordinating across family office executives, internal accounting teams, and external advisors to deliver integrated and efficient solutions. Her experience extends across partnerships, SMLLCs, C-corporations, S-corporations, and private foundations, where she ensures accurate tax compliance and strategic guidance aligned with clients’ long-term objectives.

Prior to joining FGMK in 2019, Katie worked for Diversified Financial Management Corp. and Grant Thornton.