A lifelong U.P. resident, and current Marquette resident, Katheryn “Katy” joined our team in 2011. She received her B.S. in Accounting from Northern Michigan University (NMU) in 2012, graduating cum laude, and obtained her Michigan CPA license in 2015. She became a partner of the firm in 2018.
Katy works in various facets of accounting, but currently specializes in the preparation of income tax returns, financial statements, payroll and payroll tax forms, and ACA healthcare reporting. She provides services for individuals, trusts/estates, and businesses. Katy has a passion for technology and strives to help businesses, small and large, to develop accounting efficiencies through the use of technology.
Katy is a member in good standing with the American Institute of Certified Public Accountants (AICPA) and the Michigan Association of Certified Public Accountants (MICPA). She currently serves as the Treasurer for Innovation Marquette Enterprise Corporation (SmartZone), and for Willow Farm Therapeutic Riding, both local Marquette non-profits. Katy formerly served as treasurer for the young professionals group, 40 Below (now known as Connect Marquette). During her time at NMU, she also served as treasurer for the Lambda Iota Chapter of Beta Alpha Psi (BAP), an honor organization for financial information students and professionals.
Katheryn is an active hobbyist with varying interests from soap making to playing the ukulele to working on her house. She enjoys spending time with her family, learning new skills, of all trades, and especially enjoys spending time outdoors.