Our Team
We are driven by our mission to deliver results that advance our investors’ goals. To maximize impact, we leverage our collective experience, technology, and entrepreneurial approach to drive our success.
Jeremy Wallace, CFP
Founder & 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, CFP
Founder & 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.