Kathy Jaeger, CPA, MBA

Professional Experience

In addition to her work with tax clients, Kathy has more than 30 years of experience with employee benefit plan clients, including plan consulting, plan record keeping, and benefit plan audits. Kathy is the technical advisor for all of the firm’s employee benefit plan audits and works closely with both the audit team and the client.

Kathy is a member of Dean Dorton’s tax services group and provides a variety of tax and business consulting services to individuals and privately held businesses.

Professional Activities

• American Institute of Certified Public Accountants
• Kentucky Society of Certified Public Accountants

Community Involvement

• United Way of the Bluegrass: Current Board Member, Treasurer
• Lexington Humane Society: Current Board Member, Treasurer

Education

• Master of Business Administration, University of Kentucky, Lexington, Kentucky
• Bachelor of Arts in Accounting, Bellarmine University, Louisville, Kentucky

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