Katherine M. Fakonas (Katie) manages investments, performs financial analyses, organizes charitable giving and educates future generations for several client families. Katie works with clients’ other advisors to coordinate estate planning, tax compliance and entity administration. In addition, Katie serves as a member of Trust Committee and oversees the firm’s internal training program.
Prior to joining the firm in 2011, Katie spent four years working for Deloitte as a CPA in their federal and multistate tax groups. Katie graduated magna cum laude from the University of Missouri with Bachelor of Science in Accountancy and Master of Accountancy degrees. Additionally, Katie has a law degree from Saint Louis University where she was elected to the Order of the Woolsack honor society.
Outside the office, Katie spends most of her time with her husband and their triplet sons. She also enjoys traveling, hanging out with her dog, and cheering on the local sports teams. Katie is President of the Alpha Gamma Chapters of Alpha Delta Pi House Corporation.