Katherine briefly left Parkwood from 2013 to 2015 to work for HPM Partners LLC, now Cerity Partners, as an Associate helping provide comprehensive wealth management.  In her role, she gained experience in serving ultra-high-net-worth individuals, families, and athletes with tax and financial planning advice.

Katherine earned her Bachelor of Science in Business Administration from Ohio Northern University in 2006.  She went on to obtain her Master of Accountancy at the Weatherhead School of Management from Case Western Reserve University in 2007.  She is a Certified Public Accountant and a member of The Ohio Society of CPAs and the AICPA.

Katherine and her husband, Drew, live in Aurora with their two children and two cats.