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.

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.