Katie Butler
Principal at Cerity Partners | Elizabethtown, Kentucky, United States
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Katie Butler is a dedicated Tax Advisor and CPA at Cerity Partners, where she serves as a Principal, leveraging her extensive expertise in tax strategy and financial analysis to guide high-net-worth clients through complex financial landscapes. Following the merger of ARGI Financial Group with Cerity Partners in January 2023, Katie has played a pivotal role in integrating best practices from both firms, ensuring a seamless transition that enhances client service and operational efficiency.
In her current role, Katie is not only focused on delivering comprehensive tax advice but also on fostering a high-performing team. She is passionate about developing talent through strategic hiring and tailored training initiatives, which have been instrumental in driving departmental growth. Her commitment to coaching and mentoring is evident in her approach to leadership, where she emphasizes collaboration and teamwork to create a positive and inclusive work environment.
Katie’s proven skills in financial reporting, auditing, and the compilation of financial statements enable her to provide clients with insightful analyses and actionable recommendations. Her proficiency in Microsoft Office tools further enhances her ability to present complex financial data in a clear and accessible manner. As she continues to navigate the evolving landscape of wealth management, Katie remains dedicated to not only meeting but exceeding the expectations of her clients, ensuring they receive the highest level of service and expertise.
Principal at Cerity Partners in January 2023 to Present
Tax & Business Advisor at Cerity Partners in November 2017 to January 2023
Co-Founder, Content Manager at Pare and Flourish in August 2016 to December 2019
Tax Specialist at Dean Dorton in January 2017 to November 2017
Associate in Accounting and Business Compliance Services at Dean Dorton in September 2015 to December 2016
Team Member at State Farm in May 2014 to August 2014
Office Assistant at Mantrom Tax Service in January 2012 to April 2014
Intern at UK Internal Audit in September 2013 to November 2013
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Team Management
Tax
Income Tax
Training and Development (HR)
Tax Accounting
Cross-team Collaboration
Accounting
Financial Analysis
Public Speaking
Financial Accounting
Auditing
Financial Reporting
Research
Microsoft Office
Microsoft Word
Teamwork
Leadership
PowerPoint
Customer Service
Time Management
Microsoft Excel
Compilation Of Financial Statements
Tax Preparation
Personal Income Tax Returns
Coaching & Mentoring
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Discover more about Cerity PartnersWhat is Katie Butler email address?
Email Katie Butler at [email protected]. This email is the most updated Katie Butler email found in 2026.
How to contact Katie Butler?
To contact Katie Butler send an email to [email protected].
What company does Katie Butler work for?
Katie Butler works for Cerity Partners
What is Katie Butler's role at Cerity Partners?
Katie Butler is Principal
What is Katie Butler's Phone Number?
Katie Butler's phone (502) ***-*112
What industry does Katie Butler work in?
Katie Butler works in the Financial Services industry.
Katie Butler Email Addresses
Katie Butler Phone Numbers
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