Kathy joined Windes in 2023 as a partner in the firm’s Tax department. She has more than 35 years of tax, financial, and accounting experience. Prior to joining Windes, Kathy was a Tax Director for a national accounting firm.
Kathy’s practice focuses on high-net-worth individuals, their closely held businesses, and family offices. Utilizing a vast array of tax and financial tools to help clients plan for the future, she proactively advises her clients, providing tax strategies that minimize income and estate taxes and preserves family wealth.
Kathy truly enjoys the relationships she has with her clients, many of which span more than 25 years.
Education
Bachelor of Science, Accounting
California State University, Long Beach
Professional Affiliations
- American Institute of Certified Public Accountants, Member
- California Society of Certified Public Accountants, Member
Community Affiliations
- United Way Orange County – Women United, Member