Balancing the books for the firm and its select Family Office clients makes up a healthy and productive slice of Katie’s working day, putting her in the thick of bank-account management, multi-year cash flow planning, personal financial statements for clients, bill paying, and keeping financial records impeccable yet comprehensible.

KM

Education

Katie is a graduate of Merrimack College, where she received her Bachelors degree in 1991 with a major in accounting.

Katie’s in regular contact with clients and with outside accounting professionals, aiding them as well as her colleagues with timely reports on general tax, accounting and bookkeeping issues.

Katie’s over 15 years of accountancy has been mainly in the public accounting sector, where she cut her teeth auditing and accounting for corporations and individuals. She put the green eye shades aside for spells of general business consulting for individuals and privately held enterprises in a welter of different fields. Before joining the TwinFocus team, Katie was with the New Hampshire-based tax and accounting firm Nathan, Wechsler & Co., and was most recently at Vitale, Caturano & Co. in Boston.

Katie is a graduate of Merrimack College, where she received her Bachelors degree in 1991 with a major in accounting. She took her Juris Doctorate degree with honors at the New England School of Law in 1995, concentrating on tax law, and was admitted to the Massachusetts Bar in 1995. Katie makes her home in Melrose with her husband John and their three daughters. She is very much the active “neighbor” in local civic and charitable associations, and invests her energy and insight in the YMCA and Rotary International.