Home / Professionals / Katie Cross

Katie Cross has spent her career providing expert personal wealth planning guidance to clients to support their needs with individual taxes, estates and trusts. Her skilled advisory services have generated significant loyalty and confidence with all of her clients — and she has a loyal list of clients who have stayed with her across multiple decades.

Certifications & Licensure

IRS Enrolled Agent

Professional Affiliations

Greater Lansing Estate Planning Council, Member and Past Treasurer


BS, Accounting, Davenport University


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