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. Jeremy spends most of his free time with his wife, Julie, and their three children, Isabel, Lincoln and Reid. He is an avid Chicago Cubs baseball fan, enjoys golfing with his wife, and traveling with his family.

Having worked in the financial industry for over a decade, Andrew 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 others. He has contributed to Yahoo! Finance, theStreet.com, and was published in the book “Exchange Traded Profits: Cashing in on ETF Trading”. Andrew enjoys spending time with his wife, Susan, twin boys George and Ted, and daughter Merritt.

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

Chad is an Investment Adviser at Wallace Hart Capital Management. He has helped clients reimagine their financial goals since 2003, both in the United States and Japan. Prior to joining Wallace Hart, Chad gained important industry experience at large-scale firms such as TIAA, Kentucky Bank and Fifth Third. Chad joined the firm to help clients build portfolios and discover what their financial futures can be through clear and objective financial advice. Outside of the office, Chad enjoys spending time with his wife M.E. and their two sons Rogers and Bennett. He also makes time to golf, fish and travel with his family.