Katie Rozycki

About Katie Rozycki

Organized. Detail-oriented. Tax-focused. These are the qualities I bring to Montag Wealth Management, our boutique financial practice where we multiple generations of clients build tax-efficient financial futures. Ready to ensure your finances are organized with precision and stewarded with care? Let\'s connect: p••••@montagwm.com As a CPA with extensive accounting experience, I specialize in bringing structure and clarity to complex financial situations. Working alongside my husband Mike, we\'ve built a practice focused on a personalized approach for a select group of clients (we intentionally keep our client base limited in order to deliver premium, bespoke service). Our approach is comprehensive: we don\'t just look at investments. We analyze your entire financial picture to create tax-efficient strategies that work for today and tomorrow. We\'re particularly focused on helping clients create tax-free, tax-deferred, and \"tax-as-you-go\" buckets for retirement flexibility, potentially saving you thousands in unnecessary taxes. We’re also focused on generational planning. We work with multiple generations within families to ensure smooth wealth transfers and help younger family members build strong financial foundations, even before they have substantial assets to invest. It is also particularly gratifying to me to work with women in the family, including widows. It is my privilege to connect with these clients on a deeper level, ensuring they feel heard, understood, and confident in managing their financial futures. When you work with Montag Wealth Management, you\'re not just another number: you become part of our extended financial family. While Mike is often the face of our practice, I ensure everything behind the scenes runs smoothly. My lists have lists, because your financial details deserve that level of attention. Beyond the spreadsheets and tax strategies, I\'m a proud homebody who finds joy in life\'s quieter moments. While my children might tease me for being \"born an old lady,\" I embrace my love of reading, crafting, and creating a well-ordered life. After years of focusing on raising our four children (two girls and two boys), I\'ve discovered the perfect balance between family life and professional fulfillment, and find contentment in simplicity. Interested in financial advice that combines CPA expertise with personalized service? Let\'s connect and discuss how we can help you and your family create a more secure financial future: p••••@montagwm.com or

Experience

1. Founder and Chief Marketer

   Miller Integrated Marketing

   Sep 2023 — Present

   Founder and Chief Marketer at Miller Integrated Marketing, the partner chosen by professional service firms to elevate their brand, broadcast their brilliance, and burst through marketing bottlenecks. We serve as your multichannel marketing and communications partner to enhance credibility, showcase expertise, and drive engagement. Our clients span diverse fields across the professional services landscape, including those in financial services, consulting, healthcare, and associations. What unites them? They\'re focused, action-oriented visionaries who dream big. They understand that comparison is the thief of joy and are so immersed in running their own race that they rarely glance sideways at competitors. They tend to be pretty witty. And they\'re always smart. Many of these brilliant minds hesitate in the spotlight, uncertain about self-promotion. Yet these are precisely the voices that deserve a wider audience. It is especially gratifying when such talent discovers Miller Integrated Marketing. While many clients tap Miller for our strategic marketing leadership, we also offer packaged services focused on the marketing support experts ACTUALLY need - all with the goal to help them broadcast brilliance and burst through bottlenecks. Learn more about how we fulfill our mission of helping brilliant people shine: