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KATHRYN C. PETOSKEY
Chief Financial Officer
Kathryn joined the Wealth Management team in 2003 when the firm was
experiencing accelerated growth. Her accounting and financial analysis
skills were needed to oversee financial statement preparation, tax
planning for the firm, as well as accounts payable and receivable.
She also serves as the firm’s payroll and benefit coordinator.
Kathryn graduated from Western Michigan University with a B.A. in
Business Administration and has over 15 years experience in business,
accounting and human resources.
Kathryn actually partnered with (married) David Petoskey over a decade
ago and her main role is being mom to Lauren and Sydney. Outside of
the office Kathryn commits her time and energy to her family and friends.
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