Professional profile
Experience built for complex opportunities.
Katie is a dynamic and accomplished professional with a diverse background in accounting, taxation, entrepreneurship, real estate investment, and development. After earning a Bachelor of Science in Accounting from San Diego State University, she built a career defined by disciplined financial leadership and a relentless focus on results.
During a decade-long tenure as a controller at AutoClaims Direct Inc., Katie developed deep experience in financial management, accounting operations, and the careful navigation of complex financial environments. That foundation shaped the precision, commercial awareness, and client-first perspective she brings to every engagement.
Driven by an entrepreneurial spirit, Katie launched ventures across multiple industries and expanded into investment and development. She has helped lead multi-million-dollar projects in Texas and Alabama, demonstrating an ability to identify opportunities, assemble the right teams, and move sophisticated projects toward successful outcomes.
With more than eight years in the tax-incentive industry, Katie has advised clients on significant claims and built a reputation for combining technical understanding with clear, practical guidance. As Managing Partner, she remains focused on creating value, strengthening relationships, and ensuring every client receives thoughtful, accountable service.