Katelyn is an experienced accountant with a passion for providing quality services for clients. She came to Topel Forman with eight years of experience at a large accounting firm in Denver, Katelyn honed her skills in tax planning and compliance, serving high net worth families with precision and care; since 2021 she focused on servicing clients in a family office setting. In addition to her technical skillset, Katelyn is a leader and mentor dedicated to training and developing her staff. She takes pride in helping others reach their full potential and her passion for mentorship makes her a valued member of the team.

Valuing the importance of work-life balance, she makes the most of her free time by spending time outdoors with her husband, daughter, and two pups

The best career advice she has received is the reminder that clients are real people and to treat them as such. Understand their lives, hopes, and dreams, then find ways to bring value to those goals.

• High Net Worth Individuals
• Family Limited Partnerships
• Fiduciary
• Gift and Estate Taxation

• University of Denver, Master of Taxation
• University of Northern Colorado, B.S. Accounting

• AICPA
• Colorado CPA Society