Education

  • Master’s of accountancy from the W. P. Carey School of Business at Arizona State University, Tempe, Arizona
  • Bachelor’s of science in accountancy from the W. P. Carey School of Business at Arizona State University, Tempe, Arizona

Overview

Kathy is a manager within the employee benefit plan industry. She began her career with CLA in 2011. Kathy serves a diverse group of clients specializing in audit services for defined contribution benefit plans, defined benefit pension plans, and health and welfare plans. Kathy is licensed to practice as a Certified Public Accountant in the state of Arizona and Colorado.

Upcoming speaking engagements

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Resources and event materials

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