Did you recently change jobs? Have your retirement plans or insurance needs changed? Do you have an income plan for retirement? I can help you develop and refine investment strategies to achieve your goals and protect what is most important to you.
I believe that, “when you know where you are going, you’ll get there faster.” It is important on any journey to know where you are, where you want to go, how you want to get there and when.
In retirement planning, the same principle applies. That is why I invest my time to deeply understand what is most important to you and what you hope to achieve, before working closely with you and your tax and legal professionals to develop an appropriate strategy for you and your family.
Born and raised in Billings, I enjoy the outdoors and travel. Family and business trips, along with deployments as a US Army officer, have taken me to all 50 states and over a dozen countries.
I am a proud graduate of the United States Military Academy at West Point, NY. I also earned my master's degree in personal financial planning from the College for Financial Planning, in Denver, CO. I have furthered my professional development by earning the AAMS® and CFP® designations.
As a financial advisor, I have enjoyed serving clients for over 16 years. Julie, my branch office administrator, has shared the journey with me since 2007. We were honored to become limited partners of the firm in 2015 and now share in key leadership positions in our region.
Outside of the office, I support and enrich our community through engagement with the Alzheimer’s Association, the Billings Chamber of Commerce, Rotary International and my church.
And, while I thoroughly enjoy planning my next trip, most of all, I love partnering with my high school sweetheart (who is now my wife of over 20 years) to be active and engaged in the lives of our four awesome children.
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
Office Address760 Wicks Ln Ste 3
Billings, MT 59105 opens in a new window
Phone NumberWayne M Wallace at (406) 254-7048
|Mon||By Appointment Only|
|Tue||By Appointment Only|
|Wed||By Appointment Only|
|Thu||By Appointment Only|
|Fri||By Appointment Only|
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