I have always had a heart for serving others and helping them achieve their goals in life.  I use this passion to help other through my role with the Wallace Group- to provide thoughtful financial advice to clients in an understandable and systematic way, tailored to their situation, and geared toward helping them reach their financial goals - with a focus on exemplary client service.  I originally entered the business in 1999 and in 2013 I completed the requirements to be a CERTIFIED FINANCIAL PLANNER^TM. 

^{Away from the office I enjoy spendig time with my wife Rachel and my three children - Elizabeth, Samuel and Peter.} 

• Series 7, General Securities Representative
• Series 65, Investment Advisor Representative
• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• State licensed for Life, Accident, and Health

• Siloam Family Health Center
• Men of Valor
• Hendersonville Morning Rotary

AL, AR, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV