“Our work at Truepoint is important and meaningful, but it’s never tedious because our culture is fun and flexible.”
Kathleen works on tax returns with an attention to detail to bring peace of mind to our clients. She advises families and individuals with tax planning strategies to help clients meet their financial goals. Kathleen embraces Truepoint’s client-focused mindset and is especially skilled at listening closely to clients in order to gain a more complete understanding of their tax picture.
Outside of work, Kathleen loves to cheer on her three kids and support them in their many activities. She also enjoys traveling, backpacking, reading, and relaxing with friends and family.
Specialties: high net worth tax planning strategies, IRA and Roth IRA tax planning and strategies, reviewing financials for nonprofits