James N. Reichard, CPA, PFS, Partner
Jim Reichard is the partner-in-charge of GreerWalker Wealth Management LLC, the investment affiliate of GreerWalker LLP. Jim has more than 25 years of experience providing tax consulting, investment and financial planning services for privately held business owners and high net worth individuals including numerous team owners, drivers and executives in the motorsports industry. He is involved in every aspect of the firm’s investment consulting services and personally serves many of its larger clients. Jim’s multi-disciplinary background allows him to offer a comprehensive approach to grow and preserve his clients’ wealth while considering all aspects of their clients’ financial and personal goals, such as children’s college education, inter-generational wealth planning, retirement solutions, and charitable giving.
Before co-founding GreerWalker Wealth Management in 1997, Jim served as a tax partner with GreerWalker LLP, a position he continues to hold. Jim is also a Personal Financial Specialist accredited by the American Institute of Certified Accountants.
A graduate of the University of Wisconsin-Madison, Jim joined GreerWalker LLP in 1988 after five years of audit, tax and consulting experience with Deloitte & Touche and PricewaterhouseCoopers.
Industry Focus and Areas of Expertise
Wealth Management, Financial Consultation and Planning, Motorsports, General Business
Bachelor of Business Arts in Accounting and Administrative Management, University of Wisconsin-Madison
Certified Public Accountant Virginia and North Carolina (NC Certificate #16831), Personal Financial Specialist
American Institute of Certified Public Accountants (Personal Financial Planning Division)
North Carolina Association of Certified Public Accountants
Member of Southeast PFP Network Group
Charlotte Economics Club
The Charlotte Rescue Mission – past president
Jeff Gordon Children’s Foundation – board member
Five Star Wealth Manager Award 2017, 2016, 2015, 2014, 2013
Jim's email address is firstname.lastname@example.org