Catherine works closely with colleagues to help support the smooth operation of the Sweeney Conrad tax department and ensure the timely completion of returns. She primarily works with high net worth individuals and families to provide tax compliance and planning strategies.
Catherine enjoys working with inquisitive clients, particularly those with new wealth who are seeking to learn how to best approach their financial future. She also provides excellent service to clients in need of extra assistance to help walk them through their tax planning.
In addition to working directly with clients, Catherine also provides extensive training and support to newer staff, acting as a resource for our growing professionals. Prior to joining Sweeney Conrad, Catherine worked in NYC and Los Angeles at major accounting firms for several years as an auditor and tax strategist.
Professional & Business Affiliations
American Institute of Certified Public Accountants
Washington Society of Certified Public Accountants
Education
Bachelor of Arts in Business Administration, Georgetown University
Sophia University, program abroad in Tokyo
Professional Certifications
Certified Public Accountant
Community Activities
Co-President, Tesla STEM High School PTSA
Finance Council, St. Teresa of Calcutta Catholic Church
Georgetown University Alumni Admissions Programs Interviewer
Catherine loves to be involved with her kids' education and sports. She's a regular volunteer at their high school, and also spends a lot of time attending their water polo and softball games. She also enjoys reading and listening to podcasts, and would like to take more family trips outside of family athletic events.
