Katherine M. Szymanski

Katie is a member of the Estate Planning Team. She has significant experience in estate settlement and trust administration matters. She has additional experience working with individuals and families through ongoing estate, tax, and wealth transfer planning for current and future generations. She understands that every client situation is unique, and she strives to help each client reach their goals through specific and tailored estate plans.

Katie’s background also includes review of tax compliance forms and non-traditional asset planning including strategies for real estate, and closely-held business interests. She previously served as a trust officer for a regional accounting firm and holds a Certified Trust and Fiduciary Advisor (CTFA®) designation.