Skip to Content


As a trust officer with Plante Moran Trust, I work with individuals and families during ongoing trust administration and estate settlements. I assist clients with all types of family-oriented, charitable, and irrevocable trusts. During estate settlement, I help families through the process, ensuring the decedent’s wishes are fulfilled in accordance with their estate planning documents. I also regularly work with nontraditional assets including real estate and closely held business interests, as well as managing fiduciary and required tax compliance.

View More of Katie's Experience

During college, I was featured in a national advertising campaign for Adidas called “Me, Myself,” promoting confident women in sports and fitness. It was truly an honor and an amazing experience!

You might also like…

645 Election gives trustees and executors more flexibility.
Katie Szymanski Wealth Management
Article February 25, 2019 4 min read
Retail sales declined for the second consecutive month in December
Jim Baird Wealth Management
Blog January 15, 2021 2 min read
Personal wealth roundtable: 2021 in view
Jim Baird Wealth Management
Webinar Tuesday, Jan. 12, 2021 45 min watch
How to create an effective inheritance using life insurance
Christopher Harper Wealth Management
Article January 8, 2021 3 min read