Katie joined Prairie Trust in July 2026 as Fiduciary Tax Manager. In her role, she oversees the preparation and filing of fiduciary tax returns, ensuring the timely and accurate fulfillment of tax obligations for Prairie Trust and Waukesha State Bank Wealth Management. She also provides technical tax expertise and collaborates with internal teams to support fiduciary administration and compliance.
Katie has more than 10 years of tax and accounting experience. Prior to joining Prairie Trust, she served as a manager in the tax department at SVA Certified Public Accountants SC, where she managed client tax relationships, reviewed complex tax returns for individuals, businesses, trusts, and estates, and advised clients on tax planning and compliance. She also led staff training and developed internal processes to improve efficiency and service.
Katie earned her bachelor’s degree in accounting from the Carlson School of Management at the University of Minnesota and is a Certified Public Accountant (CPA).