Our Team

Katie Hamilton

Katie
Hamilton

CPA, Principal

INDUSTRY EXPERTISE: High Net Worth
Small & Midsize Businesses
DEPARTMENTS: TaxWealth Management

Katie Hamilton, CPA, Principal, Tax Department Head

Katie joined Maner Costerisan as a principal in 2019 and leads the firm’s Tax department, where she’s responsible for directing and managing Maner’s tax staff, the firm’s tax growth strategy and client service. Additionally, Katie consults on income, estate and gift tax planning for clients and is an active member of the firm’s High Net Worth and Small and Midsize Business industry teams. Katie joined Maner after spending most of her career in Plante Moran’s Wealth Management group. During her time at Plante, she gathered valuable experience helping clients sell businesses, transition wealth, avoid unnecessary taxes and plan and prepare for retirement with a tax-focused approach.

Driven by making an impact both in the community and with her clients, Katie is a strong advocate for taking a holistic approach to a client’s financial planning. She played an influential role in championing the launch of Maner Wealth, the firm’s wealth management service, in 2020. She continues to look for ways the firm can assist clients with their greatest needs, starting with their personal financial management.

Optimistic, relatable and a hard worker, Katie is not one to settle – she strives for her best and aims to help others improve, including the tax team. Her ability to connect with staff and clients are intangibles that make her one of the firm’s go-to resources for both career advice and tax strategy.

Named to the list of “10 Over the Next Ten” by the Lansing Chamber in 2019, Katie’s motivated to live her life to its fullest. She tries to enjoy the journey, and not just the destination. She’s most proud of her family, becoming a partner at Maner and seeing all her hard work manifest to the life she has today. Katie credits her family for her success and continues to strive to make them proud.

A self-described thrill-seeker and fan of the Michigan’s great outdoors, Katie loves camping. She and her family can be found downhill skiing in the winter and spending time near the water in the summer.

Katie lives in Dewitt, Michigan with her husband of 15 years, John, two kids, Graham and Harper and pets, Charlie, a St. Bernard and Izzy, a Siamese cat.

I’m motivated every day by knowing I can help my client's sleep better at night. The ability to put someone at ease over an item that has been worrying them for decades is so meaningful. Watching the weight lifted off their shoulders, I can’t explain how gratifying it is.

Solving a problem for a client and finding unique ways to achieve results they didn't know were even possible… that’s what makes me excited to come to work every day.

Years of Experience

15

Memberships

American Institute of Certified Public Accountants (AICPA)

Michigan Association of Certified Public Accountants (MICPA)

Greater Lansing Estate Planning Council

Wharton Center Advisory Council, Executive Committee member

Certifications

Certified Public Accountant (CPA)