A lifelong Annapolis resident, Kathie brings decades of experience in accounting and financial planning. She began her professional journey in 1983 with the Maryland General Assembly and has since built a distinguished career in both the public and private sectors. Kathie’s extensive background includes time with the CPA firm of Hammond and Heim and serving as the Finance Director for the City of Annapolis before joining HeimLantz in 2002. Her deep roots in the Annapolis community and decades of hands-on experience make her a trusted and respected advisor. As a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), Kathie specializes in helping individuals, families, and businesses develop personalized financial strategies. Her focus lies in creating, preserving, and distributing wealth through tax-advantaged solutions tailored to each client’s goals. Kathie is passionate about being a true partner in her clients’ financial lives, providing peace of mind through thoughtful, long-term planning. She lives in her family’s historic home on Harness Creek Road, built by her grandfather in 1920, and is an alumna of Christopher Newport University (B.S. in Accounting, Magna Cum Laude), the University of Maryland (MS Certificate in Finance), and Leadership Anne Arundel (Class of 1998).
Membership:
- American Institute of Certified Public Accounting (AICPA)