Dear Friends of Wallace Financial, 

As we look back on another year with you, we are filled with gratitude for the trust you place in us for your financial planning. It’s truly an honor to serve you.

It’s been an exciting year for us, personally and professionally! 

Here are some updates from 2024:

 

•    Personal Update: Nick and Kirsten are thrilled to announce the arrival of their 2nd daughter, Jovie, born Sept 2024!

Baby Jovie
  • Expanded Reach: We’re excited to share that Wallace Financial now serves clients in 30+ states! Our expanded reach is all thanks to you for connecting us with your relatives, friends, and communities who you care about the most.
Map of US showing states served by Wallace Financial
  • Meet LeeAnn: We couldn’t have achieved this growth without the incredible LeeAnn Richardson. She has stepped in to manage our calendar and keep Nick on track, and her energy and organization are truly game-changers for our practice. If you have been in contact with LeeAnn, you know how lucky we are to have her with us. Thank you, LeeAnn!

 

  • Welcoming Carolyn: We’re also excited to introduce Carolyn Wheeler to our team! As our in-house expert on some of the fringe topics to special needs financial planning, Carolyn will be guiding families through conversations around government benefits, transition planning, guardianship, power of attorney, and social security/disability benefits. Carolyn will be a fantastic resource for many families in our community. Thank you, Carolyn!

 

  • Jessica’s Expertise: Jessica Chamberlain continues to lead the front on our free education initiatives, where we have had over 5000 families register for Wallace Financials’ free educational workshops throughout the year. She is also expanding her capabilities in the space of direct financial planning analysis and design. We couldn’t be more grateful for Jessica’s contributions to on our team. Thank you, Jessica!

We’re truly humbled to play such a meaningful role in your family’s financial plans. I (Nick) want you to know that my ability to serve you comes down to the amazing team I have here at Wallace Financial.

From our families to yours, we wish you a Merry Christmas and Happy Holidays!

Nick Wallace & Team – Wallace Financial

The Team at Wallace Financial