Katie Wallace joined GreerWalker Wealth after spending five years as a Certified Public Accountant in GreerWalker’s tax department. One of her primary areas of practice while in the tax department was in the individual taxation of high net worth individuals, making her transition to GreerWalker Wealth a natural fit.
“My favorite part of my job is getting to know my clients and their families – learning about their specific needs and building lasting and trusted relationships. At the end of the day, I find it so rewarding to be able to help my clients identify, develop and achieve their financial goals.”
Katie graduated from Wake Forest University with a dual degree in Communications and French. She spent several years working in her family business before returning to school and obtaining her masters degree in accounting from the University of North Carolina at Charlotte.
Katie lives in Cornelius with her husband Colby and their two yappy dogs, Luna Petunia and Daisy Sunshine. She enjoys traveling and spending time with friends and family.
North Carolina CPA Certificate #40860