Overview
Excited to continually improve all aspects of the employee benefit plan (EBP) services she provides to clients, Kate spends significant time and energy on the growth and development of her team to enable them to provide the utmost quality of service. Her investment in technology and other resources provides additional efficiency and timeliness of delivery. Kate is a knowledgeable and dedicated advisor who always looks ahead to what may impact her clients.
Experience
She has extensive experience working with CFOs and human resources professionals who have fiduciary responsibility for sponsoring retirement and funded health and welfare plans. Kate specializes in performing EBP audits* and helping her clients stay compliant with IRS and Department of Labor regulations. Additionally, she spends a significant amount of time supervising and developing her team members so they can continually improve all aspects of the EBP services they provide to their clients. Kate and her team aim always to consider what may impact their clients.
Education & Affiliations
Kate earned her Bachelor of Business Administration from James Madison University. She is a member of the American Institute of Certified Public Accountants (AICPA) and co-chair of the Maryland Association of CPAs’ (MACPA) Employee Benefit Plan Conference Planning Committee.
*Aprio assurance, attest, and audit services provided by Aprio, LLP.
Insights
