Tom Wallace

I’m excited to introduce Tom Wallace.

Tom is a financial consultant who works with families, business owners, and individuals who want more than just investment advice — they want a financial partner. Through his business, Wallace Financial Coaching, Tom helps his clients create clear, value-driven financial strategies that align with their life goals — whether that’s preparing for retirement, building generational wealth, or simply getting a handle on their financial picture.

I had the pleasure of meeting Tom for coffee, and of all the things he told me about himself, the thing that stood out was his personal experience of struggling financially. That gives him a real connection with his clients. That’s where his no-pressure, customer-first coaching-style originates. He takes time to educate his clients, simplify the process, and build long-term relationships grounded in trust and transparency.

 

If you know someone who feels overwhelmed by their finances or someone who could use some help with budgeting and planning for the future, Tom’s exactly the kind of calm, knowledgeable guide they need. Please help me welcome Tom Wallace.