Katie, Accounting & Payroll Specialist

Katie joined our firm in 2017. Previously, she was the owner of a small accounting firm, which was acquired by Taylor & Company. She is in charge of clients seeking bookkeeping and payroll services. Katie has more than 30 years of experience in bookkeeping, tax accounting and payroll processing.

Most of Katie’s free time is spent keeping up with her children’s activities. She and her husband like to go antiquing and Katie likes to help her husband with his art and painting career. Katie and her family vacation at the Maryland and Florida beaches. She’s very involved with her church and loves to snuggle with her sheepadoodle, Paris.

What Brought you to the area?

I was born and raised in Joppatowne, Maryland. I love the rolling hills and open space of Harford County and have lived in Fallston for almost 30 years.

What do you love about working for Chesapeake Financial Advisors?

We all work as a team, and everyone is willing to help each other out when it is needed.

What is your favorite thing about working with clients?

I like getting to know each individual client. Making connections with them helps me succeed at my job.

Which of our core values is your favorite and why?

Integrity. It is a choice we make and by making this choice, we gain the trust of other people, Integrity is being fully truthful and honest in every part of our lives.

Do you have a professional mantra?

I can do all things through Christ who strengthens me.

What is your favorite quote?

“Every good and perfect gift is from above, coming down from the Father of the heavenly lights, who does not change like the shifting shadows.” — James 1:17