Katie joined Friedman + Huey in 2015 with a background in wealth management, accounting, and tax services. She leads the Firm’s Family Office Group supporting many of the Firm’s high-net-worth families. Katie seamlessly collaborates between the F&H Family Office Group and the F+H Tax Team on all issues impacting tax compliance, planning, and strategy.
Katie serves as a member on the Firm’s Family Office Services committee, where she influences not only how the Firm services high-net-worth families but also the overall client experience.
Despite being part of a huge Irish family having 37 cousins, Katie spends most of her time with her husband and two daughters enjoying baseball, camping, and concerts. When she’s not rooting for her beloved Chicago White Sox, sitting around a campfire, or cheering on her favorite bands, “Shinedown” and “Journey,” you might find her relaxing with family or bingeing a series on Netflix to recharge.
Areas of Expertise
- Family Office Services
- Client Accounting Services
- Private Client Services
- QuickBooks and QuickBooks Online
Our partners and staff are committed to quality, it is the cornerstone of everything we do. We take pride in establishing long-lasting client relationships and receiving new client referrals. We are known for innovative thinking and accuracy; our answers are creative, well researched and correct.
We are proactive in our approach and bring a wealth of expertise to each client relationship. Because most of our partners are also teachers, having taught at local universities or professional societies and various forums, we are up to date on tax law issues and we bring the most current information to each engagement.
We take pride in our availability. We are there for our clients, in person and when and where they need us. Because the engagement team remains the same, you will talk to someone who knows your individual situation and understands your concerns each time you call. Our partners are ultimately involved in all aspects of each engagement and do not merely act as figurehead leaders.
Because we are a medium-sized firm, we take pride in our ability to tailor our services to meet your specific needs. We recognize that each engagement is unique and we thoroughly investigate each situation to provide a customized approach.