Katee joined the firm in Spring of 2025, bringing with her 12 years of public accounting experience. She is an experienced audit professional specializing in Financial Institution and Credit Union audits, as well as Employee Benefit Plan (EBP) audits.  Throughout her career, Katee has performed a wide range of services including agreed upon procedures, compilations, reviews, and audits. Her client portfolio spans from de novo organizations to multi-billion-dollar companies. Katee has served as a subject matter expert in both Employee Benefit Plan and Financial Institution audits, ensuring compliance with regulatory standards, including DOL, ERISA, SEC, PCAOB, FDICIA, and GAAP.

Client satisfaction and high-quality service are central to Katee’s work philosophy. She is committed to building strong, lasting relationships with clients through responsiveness, transparency, and excellence. Katee was named a PICPA Young Leader in 2025, which celebrates members under 40 with extraordinary commitment to the profession.

Beyond her professional accomplishments, Katee is passionate about community involvement. She founded and led the philanthropy committee at her previous firm, organizing a variety of charitable initiatives that raised funds for different nonprofits each year. Outside of work, she enjoys spending time with her husband of 11 years, Kevin, and their three daughters Mackenzee, Emma, and Alice.