Kaitie is a skilled estate and tax planning professional with a strong background in providing tailored financial solutions for multi-generational families. In addition to her expertise in estate and wealth transfer strategies, debt management, cash flow planning, and tax optimization, Kaitie is well-versed in a variety of subjects, including family law. She is passionate about counseling clients to understand their unique needs and help them navigate complex matters with personalized solutions.

Prior to joining Okabena Company, Kaitie worked as an attorney in the Trusts and Estates group at Fredrikson & Byron, PA.

Kaitie holds a BA in English from St. Olaf College, an MA in Integrated Marketing Communication from Emerson College, and a JD from the University of Minnesota Law School.