Advisor Profile

Katie Wallace

Associate Director, Wealth Management

Katie thrives in getting to know her clients and earning their trust. She mixes her sense of empathy with her experience of tax services. 

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.


  • CPA


  • Master of Arts, UNC Charlotte Belk College of Business
  • Bachelor of Arts, Communications, Wake Forest University
  • Bachelor of Arts, French, Wake Forest University