My Approach

Robert Wallace - My approach photo

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Robert Wallace - My approach photo


  • Play competitive USTA 3.5-4.0 Tennis
  • Fishing and Hunting
  • Camping and Hiking
  • Golf

Community Participation

  • Head Coach WBBL basketball 5-6 year old boys
  • Assistant Coach WBBL basketball 13-14 year old boys
  • Assistant Coach KUSA U14 boys Soccer
Years of Experience ?

Areas of Focus

  • Investments
  • Wealth Preservation Strategies

Awards & Recognition

  • Ameriprise Circle of Success, 2019


  • BA-Economics, University of Tennessee, Knoxville, TN-1992

Files for Download

My Videos(4 videos)

View All Videos