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.

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 HART

CHIEF PLANNING STRATEGIST

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 daughter Merritt.

JESSICA BEDELL

CHIEF COMPLIANCE OFFICER, 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 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.

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 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 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.

CHAD KOBES

FINANCIAL ADVISOR

Chad has helped clients reimagine their financial goals since 2003, both in the United States and Japan. He is an Investment Adviser at Wallace Hart Capital Management. Prior to joining Wallace Hart, Chad gained important industry experience at largescale firms such as TIAA, Kentucky Bank and Fifth Third. Chat 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 Roger and Bennett. He also makes time to golf, fish and travel with his family.

ROB RUDDICK

Vice President – Business Owner Solutions

Rob has over 22 years of experience in the banking industry in Central Kentucky. Prior to joining Wallace Hart, he has served in Management positions in several banks in the area focusing on commercial lending, business banking, mortgage lending, and retail banking. He joins the firm with the ability to give unbiased advise for business owners to improve their overall profitability with creative strategies surrounding tax benefits, revenue growth and expense control. Rob graduated with a degree in Communication Arts from Georgetown College where he fell in love with the Central Kentucky way of life.

In his free time, Rob is active with several non-profit organizations in the Central Kentucky area including serving as a Board Member for the Hearing & Speech Center. Rob is a long-suffering Bengals fan who loves spending time with his wife, Polly, son Teddy, and Hobbes the Goldendoodle.

Chad has helped clients reimagine their financial goals since 2003, both in the United States and Japan. He is an Investment Adviser at Wallace Hart Capital Management. Prior to joining Wallace Hart, Chad gained important industry experience at largescale firms such as TIAA, Kentucky Bank and Fifth Third. Chat 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 Roger and Bennett. He also makes time to golf, fish and travel with his family.
Rob has over 22 years of experience in the banking industry in Central Kentucky. Prior to joining Wallace Hart, he has served in Management positions in several banks in the area focusing on commercial lending, business banking, mortgage lending, and retail banking. He joins the firm with the ability to give unbiased advise for business owners to improve their overall profitability with creative strategies surrounding tax benefits, revenue growth and expense control. Rob graduated with a degree in Communication Arts from Georgetown College where he fell in love with the Central Kentucky way of life.

In his free time, Rob is active with several non-profit organizations in the Central Kentucky area including serving as a Board Member for the Hearing & Speech Center. Rob is a long-suffering Bengals fan who loves spending time with his wife, Polly, son Teddy, and Hobbes the Goldendoodle.

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