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Wallace Financial
Nicholas E Wallace
Founder & Wealth Management Advisor|ChSNC®, RICP®
At Wallace Financial, we believe that every family has one thing in common:
Every family is unique.
We all have unique strengths, weaknesses, opportunities, and desires. We each have a different definition of success, and more specifically, we each have a different definition of financial success.
Another thing we believe that most people have in common is a desire for inner peace. Financial matters have always been a leading cause of anxiety for households, and the stress doesn't discriminate. We work with established families with significant assets, as well as families who are just getting started in their financial planning journey. Both report to us that they have stress in one or more areas of their planning when we first connect.
Lastly on this note, we believe there is a cure.
We have a saying: "We are most at peace while we are making progress", or another way to say the same... "You can't worry about something and be working on it at the same time"
This gives us a goal to strive for: We aim to eliminate your financial stress by helping you identify, and continuously progress towards, your vision for yourself and those you care about most.
Our promise to you is that we will learn and understand your unique situation, and the things that are most important to you, and then help you continuously improve your plans by asking the question:
Does what you are doing with your money align with the goals that we've identified are most important to you?
Let’s make sure that we get this right.
Get To Know My Dedicated Team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Nicholas E Wallace
ChSNC®, RICP®
Founder & Wealth Management Advisor
Nick first joined Northwestern Mutual as a college intern in 2017. During the internship, he worked through a review of his parent's financial plans. Specifically, their plans for retirement as well as plans for his brother, Aaron, and his future as an
individual with disabilities. He originally assumed that they had it "all figured out" in financial planning, as they had been working with their current financial advisor for over a decade but quickly realized that they had some major gaps in these plans. After helping his family address these issues, he set out on a journey of building the practice to help families in those two major categories of planning: Retirement Income & Distribution Planning and Special Needs Planning for the future of a loved one with disabilities. He is proud to be working with 400 + families in 30+ states across the US and counting. He is married to Kirsten and they have two daughters, Everlee and Jovie.
Kirsten L Wallace
Chief Strategy Officer
Kirsten served as the Director of Operations to Wallace Financial from 2021-2025.
As Director of Ops (wearer of many hats), she was instrumental to the growth that led Wallace Financial to where it is today. Through team member’s contributions, Kirsten was able to shift her focus at Wallace Financial to long term thinking, and now serves as the Chief Strategy Officer.
As Nick's wife, business partner, and Chief Strategy Officer, you can probably guess who's really in charge around here. Kirsten is passionate about her plants, flowers, and garden. She loves to read books and spend time with family and friends. She enjoys scuba diving, traveling to new places and is most proud of being Everlee and Jovie’s mom.
Jessica Chamberlain
Director of Operations
As Director of Operations, Jessica brings our community presence to life. If you've ever been a part of the educational workshops that we host for families, or seen our social media and sponsorship outreach, you know that Jessica is behind these efforts. She has a unique set of skills that brings awareness to our communities, and strengthen the relationships with families that we serve.
Jessica is married to Adam and is mom to Hadley and Davis. and has a special connection with her stepdaughter, Alexis, who has special needs. She loves being on the water, especially sailing. She is involved in her community through her church, volunteer work in the schools, and as a fitness instructor.
LeeAnn Richardson
Director of Administration
LeeAnn joined the practice in 2024 and we are so excited to have her as a part of the team. If you have ever wondered how Wallace Financial is able to stay so organized, LeeAnn is the answer. She is in charge of the calendar and she is integral to the client onboarding process. We are so lucky to have LeeAnn!
Outside of work, she enjoys spending time with her family and cheering on her 4 girls. She loves plants, gardening, and being outdoors. She is most relaxed sitting in her porch swing with a cup of coffee.
Our Strategic Partners
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Carla Miller
ChSNC®
Financial Advisor
Carla first joined Northwestern Mutual as a college intern in 2010. Throughout her career she also spent 8 years as the Executive Director of a crisis intervention nonprofit, helping individuals and families navigate through various challenging situations. Carla has been back in the financial planning industry since 2021, pursuing her passion in helping families plan for the future of a loved one with disabilities.
She has three kids, Noah, Micah, and Kate. Having a son with down syndrome (Noah), she personally knows the “what ifs” that many families face as they consider their future. Outside of the office you can find Carla at her kids’ sports practices or games, spending time with friends and family, working out, or engaged in the community at a local level such as with several non-profit organizations.
Lisa I Fugate
MBA
Financial Advisor
When Lisa first became a financial advisor, one of her close friends shared more about her journey with her child who had special needs and the need for more help planning for their family’s future.
This gave Lisa the desire to learn how that she could help her friend and was immediately emersed in the world of special needs financial planning.
Since then, Lisa has helped many families learn and implement the strategies necessary to have a secure and efficient plan for their loved one with disabilities.
Kaci B Fisher
Financial Advisor
With over 20 years in business, strategy & executive leadership, Kaci understands firsthand the importance of protecting all you have worked hard for, growing your wealth, and planning for a future where work is optional. She loves helping people create a vision for how to live abundantly with a plan that's personalized.
Kaci’s passion for serving families with complex planning needs comes from her own personal experiences with her son, Hudson, and his rare genetic syndrome, Koolen-de Vries Syndrome (KdVS.) As an advocate for the special needs community, Kaci is on the board for the KdVS Foundation, TN Department of Disability & Aging Policy Council, and Empower Me Day Center and was the past president of Family Voices – TN.
Our Focus
At Wallace Financial, we specialize in 3 major categories of planning:
1) Special Needs Planning:
Helping families plan for the future of a child or loved one with disabilities. Navigating government benefits, legal planning, tax implications, and organizing your financial plans to meet the needs of your family's future.
2) Retirement Income Planning:
Helping you use the nest egg that you've worked so hard to build to create secure and predictable income for the remainder of your lifetime.
3) Wealth Accumulation Planning:
Helping you invest and organize your surplus in a way so that you will be well-positioned when you begin using the funds. We strive to implement strategies that grow wealth for our clients.
Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.
