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, she works closely with leadership to shape the firm’s brand, elevate its presence in the marketplace, and drive strategic impact. She works closely with market leaders across all 14 locations throughout the country, supporting their work with business owners to maximize wealth and achieve their goals.

Katherine’s contributions to local and national organizations have earned her industry recognition.