“It’s very satisfying to know that my hard work, dedication, and attention to detail help bring peace of mind to our clients.”
Kathleen brings many years of experience to her role as a tax specialist. With a primary focus on preparing individual tax returns and year-end projections, her work is a key part of the seamless client service and integrated financial planning Truepoint provides. “Truepoint always puts clients first, so the work is important and meaningful, but it’s never tedious because the work environment is fun and flexible.”
Kathleen attended the University of Cincinnati, earning a BBA degree cum laude in accounting and an MSBA degree in taxation. She is a Certified Public Accountant (CPA).
She and her husband have three children – two sons and a daughter – and they like to hike and backpack as a family. Kathleen also loves playing and watching sports, especially the FC Cincinnati and Bearcat basketball teams. In her free time she enjoys travel, exercise and reading.