Katie is a Managing Director and Wealth Strategist at Crestwood Advisors, LLC in Boston, MA. Prior to joining Crestwood, Katie was a Wealth Strategist at SVB (formerly Boston Private). Before joining Boston Private, Katie was a Partner at DesRosiers, Tierney & Sheehan, LLC, and also practiced at Cody & Cody, LLC and Ruberto, Israel & Weiner. Her private practice career concentrated in the areas of estate planning, estate and trust administration, charitable planning, long term care planning and elder law. Prior to private practice Katie served as Trust Counsel for Boston Financial Management.

Katie received her undergraduate degree from Boston College (B.A., magna cum laude, 1998), and her law degree from Suffolk University Law School (J.D., magna cum laude, 2003). While in law school, Katie served as a research assistant for Professor Charles E. Rounds, Jr., aiding in the completion, of Loring A Trustee’s Handbook (2002 Edition). Katie has given numerous presentations on a variety of estate planning topics, serves regularly as a faculty member for MCLE and she has been published and quoted in national publications. Katie is a member of the Boston Estate Planning Council (BEPC) where she currently serves as the Secretary. Katie is also an active member of the National Association of Estate Planning Councils (NAEPC) where she sits on the Board of Directors, chairs two committees and serves as the Co-Editor of the Journal of Estate and Tax Planning. She is licensed to practice law in Massachusetts.

Katie lives in Duxbury with her husband and three children. In her free time Katie enjoys yoga, cooking and heading to the beach with friends and family.