Client Service and Business Development Administrator
301 North Bryant Avenue Edmond, OK 73034
Katrina joined our team in 2019 after working in business management for over 15 years. Her ability to keep her team motivated, clients happy, and deadlines met is unsurpassed. As the firm’s “Go To” person, Katrina handles much of our client communications and is the starting point to all projects in the office.
On top of being our project coordinator, Katrina assists clients daily when help is needed accessing our portal, setting up a Federal PIN, or putting together documentation for a return. She is the friendly voice answering the phone and the smile clientele see when they walk in the office. Her role is invaluable in her ability to coordinate between clients and CPAs to meet the needs of everyone.
Outside of work, you can find Katrina walking around barefoot and reading a good book. Her three daughters are her world, and even though they are grown up now, she will always be their home-base.