A marketing strategist with more than a decade of experience supporting firms across wealth management, banking, and tax, accounting, and advisory services, Katherine brings industry insight and strategic expertise to her role as Marketing Director.

At Lazear, Katherine oversees the firm’s marketing efforts, guiding market strategy, brand positioning, and communications. She partners with market leaders across the firm’s 18 locations nationwide to expand education around ownership transition strategies, helping business owners and their advisors better understand their options, maximize wealth, and achieve their exit goals. Her work has helped strengthen the firm’s position as the leading advisor in ESOP and Section 1042 transactions.