Lindsay Reichle

Lindsay Reichle is a Senior Tax Associate who joined Willis Johnson Wealth's in-house tax team in the summer of 2024 as a Senior Tax Associate. In her role, Lindsay plays a pivotal part in assisting the tax team with meticulous preparation and strategic planning for clients. Lindsay views year-round tax planning as a vital element in enhancing clients' financial decisions. By focusing on maximizing credits and deductions, optimizing income and expense management, and strategically managing asset allocation to mitigate tax liability, she enables clients to achieve greater financial independence and pursue their life goals with confidence. 

In her role as a Senior Tax Associate, Lindsay actively contributes to her client's success by brainstorming strategies to maximize tax savings and offering tax projections for emerging client opportunities. With her focus on detail and precision, Lindsay diligently works to prepare and file tax returns with the utmost care. 

Lindsay believes that a thorough understanding of each client’s financial landscape and goals is essential for effective tax planning. She also believes that achieving this is only possible through ongoing collaboration with our wealth management team and by building strong rapport with clients. 

Lindsay defines success by the tangible benefits her clients experience from thoughtful tax planning. Though she works behind the scenes, seeing her clients’ lives being enriched by her efforts and seeing them feel more financially secure and supported is where she gains the most fulfillment. In her previous roles, Lindsay gained in-depth experience in trust return preparation, which she hopes to build upon in her tenure at WJW.  

Lindsay earned her Bachelor of Accounting from Sam Houston State University and is currently pursuing her CPA designation. With over 3 ½ years of public accounting experience across diverse industries and tax returns, Lindsay is eager to deepen her proficiency in trusts and explore new ways to provide exceptional value to clients in all areas of their financial lives. 

Beyond the office, Lindsay enjoys watching basketball with her husband, gardening, and immersing herself in a good thriller novel. She delights in cooking and savoring delicious meals with friends and family, and cherishes quality time spent with her two cats.