Kathie has a deep understanding of her clients, and their concerns, allowing her to establish proactive solutions to help them minimize tax liabilities while establishing and maintaining secure foundations for growth. She is guided by her passion not only for tax matters but also her commitment to helping individuals achieve their personal and professional goals. Kathie has served on the executive board for several not-for-profit organizations, educated several community groups on tax matters, and appeared as a tax specialist for several media outlets.
Years of Experience
28
Education
University of Delaware, Bachelor’s
Professional & Civic Leadership
- Advisory Board, Women’s Collective
- Member, Women’s Presidents Organization
Professional Credentials
Certified Public Accountant (CPA)
