The people behind Finn Legal

Estate planning is crucial for dentists of all ages, life stages, and financial situations, not just those nearing retirement or those with significant wealth. It is about creating a plan that reflects your unique circumstances, protects the people who matter most to you, and ensures your wishes are clearly documented and carried out. Her experience in probate and trust and estate litigation has shown how difficult and burdensome matters can become when an estate plan is incomplete or not properly structured, often leaving loved ones to navigate emotional, complicated, and uncertain situations.

Her mission is simple: to streamline the often-overwhelming process of estate planning and empower dentists to be proactive, not reactive, so their loved ones are not left facing unnecessary confusion or added stress. She aims to make the process clear and manageable, so dentists feel confident in their decisions and secure in knowing that they are prepared for whatever the future may bring.

Admissions

• State of Missouri
• U.S. District Court for the Eastern District of Missouri

Education

• Saint Louis University School of Law (2019)
• University of Missouri-Columbia – B.S. in Health Sciences (2016)

Involvement

• Commission on Women in the Profession of the American Bar Association
• Young Lawyers’ Section Council of The Missouri Bar
• Young Friends Board of Legal Services of Eastern Missouri
• Bar Association of Metropolitan St. Louis

For the past four years, he has performed business valuations, sensitivity analyses, and financial modeling services within the dental industry to assist clients in buying and selling practices. He has performed financial statement analysis, tax return analysis, and debt service analysis to determine the cash flow of dental practices. Additionally, he has aided clients with bookkeeping services to create financial statements, depreciation schedules, and perform monthly reconciliations.

Credentials

• Certified Public Accountant

Education

• University of Missouri-Columbia – Masters of Accounting

Most recently, Katie has worked for a healthcare company based in St. Louis that partners with health systems and provider groups to improve care delivery, reduce administrative burden, and support value‑based care models. That experience translates seamlessly into her role at Finn Legal. Katie oversees internal operations, client onboarding, scheduling systems, and the firm’s overall workflow.

She ensures that dentists receive the same level of clarity, coordination, and support that high‑performing clinical teams rely on. Her background gives her a unique ability to understand the pressures dentists face: staffing challenges, patient‑flow issues, insurance complexities, and the operational demands of running a practice.

Credentials

• Registered Nurse

Education

• University of Evansville – Bachelor of Science in Nursing