Our Team

Andy Wallace is a well known financial planner and investment advisor from Knoxville, Tennessee.  For over 15 years, Mr. Wallace has advised business owners and retirees of several local companies. Andy is the author of numerous booklets and articles on financial planning and has lectured widely on financial topics with groups such as the AARP, the local Chamber of Commerce, and other interests groups who want an experienced professional in financial planning.

Mr. Wallace specializes in working with retirees and those pursuing retirement who want to preserve capital, increase their income, and organize investments so as to minimize taxes. Furthermore, Andy also works with a number of private clients and business owners who want to develop and implement custom financial plans that will assist them in aligning their wealth with their vision for the future.

Andy graduated magna cum laude from Carson-Newman University with an emphasis in finance and accounting. Andy served as the Ranger Team Commander and Cadet Battalion Commander in the college’s Army ROTC program.  He was awarded the coveted George C. Marshall Award during his senior year.  Captain Wallace (ret.) went on to serve as a U.S. Army Intelligence officer in the 82nd Airborne Division’s esteemed 504^th Parachute Infantry Regiment, prior to returning to his home in East Tennessee.  In 2009, Andy earned the Certified Financial Planner® designation from the CFP Board.

Andy is the past President of his local Rotary Club and the Sevierville BNI Chapter. He and his wife, Lori, are proud parents of two boys, Zachary & Caleb.  Andy enjoys coaching sports with his boys and has served on numerous boards.  He also enjoys hiking and kayaking in the Great Smoky Mountains.