By Andrew Hart

We are proud to announce that our very own Jeremy Wallace has made the Forbes Best-In-State Wealth Advisor list…again! Every year, Forbes scours the nation for wealth advisors that are a cut above the rest for their best-in-state rankings. Forbes meticulously researches, interviews, and vets thousands of top advisors nationwide to find the advisors that are committed to making a positive difference in their clients’ lives. 

We are thankful Jeremy has been recognized for his hard work, work which allows our mission (to help clients achieve the possibilities they imagine for their life) to reach more and more people. Please don’t hesitate to connect with us at 859.300.3030 or request an appointment online if you’d like our team at Wallace Hart help you make the most of your life. 

About Jeremy

Jeremy Wallace is founder and chief investment officer at Wallace Hart Capital Management, an independent financial services firm committed to offering comprehensive advice and customized services. Jeremy has 20 years of experience in the financial industry and is passionate about helping clients preserve and enhance their wealth so they can pursue their passions. Jeremy graduated from Emory University with a degree in international economics and a certificate in financial planning. Outside of the office, 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, and  he enjoys golfing with his wife and traveling with his family. Learn more about Jeremy by connecting with him on LinkedIn.

3/3/2020