Qualifications

EDUCATION
B.A. in Accounting · University of Texas at Tyler
Masters of Accountancy · University of Texas at Tyler

CERTIFICATIONS
Certified Public Accountant, Texas

PROFESSIONAL ASSOCIATIONS
AICPA

MARKETS OF EXPERTISE
Affluent Families and Individuals, Estates & Trusts

SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance

Background

Katie has been working in tax compliance and advisory services since beginning her career in 2020 at a mid-size public accounting firm. She knew early on in her career she wanted to continue to specialize in taxation and, while looking for a work-home that more aligned with her core values, joined the team at Saville in 2023. While she still works with several industries, her expertise focuses on affluent families & individuals and trusts & estates.

When not working Katie enjoys doing hot yoga, traveling, and taking her dog on fun adventures.