Meet the Team

Katherine R. B. Broyles, CPA

Senior Manager

Katherine is a Senior Manager of Financial Planning and Analysis with the firm. She is a Certified Public Accountant licensed in the state of Texas and holds a Bachelor of Business Administration and a Master of Accountancy from The University of Georgia in Athens, Georgia. Prior to joining the firm, she was an auditor for KPMG, LP with concentrations in the Private Equity and Energy industries.

She is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants (TSCPA).


Devoted. Driven. Disciplined. We serve as trusted advisors for a unique set of families.