Get Started

IT COULD NOT BE EASIER TO GET STARTED

Working with a trusted partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities so you can focus on what matters most.

Are you nervous about market volatility?  Do you wonder if you are truly prepared for retirement?  Would you like a second opinion on your investments or retirement plan?

 

We’re Here to Help

We offer a no-cost introductory session to answer your questions, learn about your goals, and see how we may be able to help.  We’ll answer your financial questions and discuss what concerns you the most about your financial future.

 

How To Prepare For Our Call

You don’t need to do anything to prepare for the meeting, and there’s no cost or commitment for the call. It may be helpful to collect your financial questions so we can review them together.

Talk with an Advisor

BENEFITS OF A WALLACE HART FINANCIAL PLAN

Flexibility to make changes as you go & adjust your risk profile

Personalized attention & service to your specific needs

Allocating research & decision making to our team of professionals

Ensure account is setup for success & responsive to market conditions

To learn more about what we can do to make planning for your retirement easier, please schedule a call below

YOUR DEDICATED TEAM

JEREMY WALLACE

CHIEF INVESTMENT OFFICER

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.

ANDREW HART

CHIEF PLANNING STRATEGIST

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.

CHAD KOBES

FINANCIAL ADVISOR

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.

JESSICA BEDELL

WEALTH MANAGEMENT SPECIALIST

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.

The team at Wallace Hart are experts on your retirement plan, familiar with all of your options and how to get the most out of your retirement savings. We have the expertise to help improve performance and protect your nest egg from the next major market drop.