We are pleased to share that Katie Warren has earned her Certified Public Accountant (CPA) license from the Wyoming Board of Certified Public Accountants. This achievement demonstrates Katie’s expertise in accounting, auditing, tax, and her commitment to excellence and integrity in a complex, highly regulated, and constantly changing world.

As Director, Accounting & Finance, Katie leads Willow Street’s Accounting Team, where she oversees bookkeeping and financial reporting for client families, with a focus on cash management, account reconciliations, and complex client accounting structures. She works closely with Relationship Managers to ensure clients’ trust activity, no matter how unique or complex, is captured promptly and accurately. Katie is also a member of Willow Street’s internal financial operations team.

“Earning her CPA​ designation is a testament to Katie’s dedication, commitment, and hard work, and highlights the deep technical expertise she brings to her role. Her expertise is reflected in the insight and leadership she demonstrates each day at Willow Street.”
— Nate Bybee, Managing Director

Congratulations, Katie!