Katherine Lauer
Katherine Lauer
Practice Manager
KL@hnwag.com
239-653-9170
Form ADV Part 2B Brochure
As the Practice Manager of the High Net Worth Advisory Group LLC and High Net Worth Tax Advisory Group LLC, Katherine oversees the daily operations, supports client relationships, and ensures that the practice runs efficiently. Katherine focuses on creating organizational systems that foster clear communications across the team and two firms. She enjoys collaborating with advisors and clients to create a seamless experience and is passionate about building processes that allow the team to serve clients at the highest level.
Katherine joined the High Net Worth Advisory Group in 2021 after graduating from Florida Gulf Coast University with dual Bachelor of Science degrees in Economics and Management. Katherine was promoted from Client Associate to Operations Manager in 2022, then to Practice Manager in 2023. Katherine maintains her Series 65 license and is completing her MBA in Summer 2026.
Outside of work, Katherine enjoys spending time with animals — whether volunteering, exploring nature, or simply being around pets. Katherine also loves to travel and experience new places and cultures, embracing opportunities to learn about the world and connect with people in different communities.