Your Dedicated Team

Jeremy has nearly two decades of experience. He has worked at UBS Financial Services and Merrill Lynch. With a degree in International Economics from Emory University, and a certificate in Financial Planning, Jeremy has opened his own firm to offer independent and comprehensive advice to his clients.

In his free time, he enjoys spending time with his wife, Julie, and their three children, Isabel, Lincoln and Reid. He is an avid Chicago Cubs baseball fan and enjoys golfing with his wife and traveling with his family.

Andrew has over a decade of experience in the financial industry. He has worked at UBS Financial Services, Headley Investment Analysis and the World Bank Credit Union. With a degree in Business Management from Wittenberg University and certificate in Financial Planning from Georgetown University, Andrew is a lifelong learner with a passion for serving other.

He has contributed to Yahoo! Finance, theStreet.com and was published in the book “Exchange Traded Profits: Cashing in on ETF Trading”. In his free time, Andrew enjoys spending time with his wife, Susan, twin boys George and Ted and daughters Merritt and Pippa.

Jess has cared for clients and their financial well-being since 2007. Prior to working at Wallace Hart, she worked at UBS Financial Services and is a graduate of Indiana University.

In her free time, Jess is a culture and travel enthusiast, with a special love for Japan. She also enjoys playing board games with friends and spending time with horses at the barn. She considers each ride a success so long as she’s able to “keep the horse between herself and the ground.” Originally from Cincinnati, Jess and her husband live in Lexington, KY.

Kevin has more than a decade of experience across public and private M&A transactions, sponsor/manager due diligence and advising private equity, family office and high net worth investors on both transaction and non-transaction related matters. Most notably, Kevin held the roles of National Leader, Transaction Advisory Services for SAX LLP, a top 100 public accounting firm and Midwest Leader, Transaction Advisory Services for Bennett Thrasher, a top 75 public accounting firm. He also served as a member of the Transactions team for a prominent global strategy consulting arm of a Big 4 firm. He is a public/private market strategist with expertise in quantitative analysis, portfolio creation/augmentation and private market M&A advisory.

During his time on the buy side as the Director of M&A Strategy at Simon Group Holdings, a single-family office located in Michigan, Kevin was instrumental in the turnaround and restructuring of two manufacturing companies, which led to receiving the Turnaround of the Year award (small markets) from The Global M&A Network.

Kevin is the recipient of the 2024 CPA Practice Advisor “40 under 40” award, the 2023 Emerging Leader award from The M&A Advisor and a 2023 “People to Watch in Finance” selection by NJBIZ. After earning his Master of Business Administration, he began his doctoral research in the PhD program at the Tiffin University School of Business and continued his research in the Predolin School of Business at Edgewood University. He has completed the Accredited Portfolio Management Advisor™ designation program through the College for Financial Planning®.

He enjoys spending time with his wife and two children, cheering on the New York Yankees and strengthening his golf game as an avid three putter.

Brandon is a Wealth Advisor at Wallace Hart Capital Management. Prior to joining the firm, he worked in a variety of managerial roles in different industries, overseeing the success of employees as well as providing a high level of service to his clients. Brandon graduated with his degree in Finance from Morehead State University in 2015 and his MBA from Northern Kentucky University in 2021.

In his time away from the office, Brandon enjoys spending most of his time with his wife, Caitlin, and their two daughters, Evie and Montgomery.

Mary brings a wealth of experience and expertise to our organization. With over a decade of experience as an Administrative Assistant, she will provide exceptional support and personalized services.

As a dedicated mother and wife, she balances her professional and personal life with remarkable ease. She enjoys traveling, embracing the lake life, and channeling her creativity into designing landscapes. Her greatest joy comes from spending quality time with her family, making every moment count.