Before her time with Choreo, Katie Wallace worked with GreerWalker Wealth (now part of Choreo), where she served as a certified public accountant for five years. One of her primary areas of practice is in the individual taxation of high-net-worth individuals.
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 a master’s degree in accounting from the University of North Carolina at Charlotte.
She lives in Cornelius with her husband and their two dogs. She enjoys traveling and spending time with friends and family.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS