Kathryn L. Moran, CPA
Director of Financial Planning
Katie Moran, Director of Financial Planning, assists our clients with comprehensive financial planning and the utilization of our Wealth Management System. Ms. Moran earned her Accounting degree from the Tippie College of Business at The University of Iowa and has passed the Series 65 Uniform Investment Advisor Law Examination. Prior to joining Steele in 2002, she worked in public accounting at PricewaterhouseCoopers.