601 Poydras Street
Suite 1855
New Orleans, LA 70130
T: 504.799.3171
F: 504.799.3179
Katie is a partner and manages the New Orleans and Dallas tax compliance practices at Southern Wealth Management. In that capacity, Katie coordinates the overall tax compliance and income, gift and estate planning efforts for individuals and wealthy family groups. Prior to joining SWM, she was a senior manager in Ernst & Young's Private Client Services group for almost three years and was with Arthur Andersen in their Private Client Services group for eight years. Katie has a Bachelor of Science degree in Accounting from the University of Alabama. She is a Louisiana licensed Certified Public Accountant.