“Helping you manage taxes and focus on long-term wealth”
Randy Wallace, CPA/PFS; LPL Financial Planner
For the last 25 years Randy has developed a niche of specializing in financial and retirement planning, investment management, IRA’s and company retirement plans. Randy has excellent people skills, enabling him to explain investment choices and financial planning concepts to clients.
As a registered investment professional, Randy holds the Series 7, 24 and 63 securities registrations through LPL Financial. Additionally, he holds Life, Variable Annuity and Long Term Care Insurance Licensing in multiple states.
Randy maintains his CPA license to be able to keep abreast of tax planning concepts for his clients. He is a member of the American Institute of CPA’s (AICPA) and the Tennessee Society of CPA’s. Randy earned his license as a Personal Financial Specialist (PFS) from the AICPA. This license is limited to CPA’s who specialize in financial planning for their clients.
Randy is actively involved in the community. He previously served for 12 years on the Jackson City Council, where he served for 8 years as Treasurer for the City of Jackson. Randy has served as Chairman of the Board of the Exchange Club/Carl Perkins Center for the Prevention of Child Abuse. He is a current board member of Crime Stoppers. Randy is also currently serving as the Treasurer for the Jackson Madison County Bicentennial Commission. He is an active member of the Jackson Exchange where he has served as President as well as Secretary for over 20 years. He also has served as Secretary for the Tennessee District Exchange Clubs. Randy was honored to be selected as Jackson’s Man of the Year in 2018. Randy and his wife Karen attend Northside Church and reside in Jackson, TN.
Kathy Payne, Administrative Assistant
Kathy handles the administrative responsibilities of Wallace Wealth Management and oversees the day to day operations. She schedules and confirms appointments, maintains contact with clients and handles much of the daily client service and administrative needs of the office. Kathy has a Bachelor of Business Administration degree in Finance from Memphis State University (now University of Memphis).
Kathy and her husband, Dr. Jim Payne have been married for 32 years and have 4 children. They attend the Campbell Street Church of Christ and resided in Jackson, TN since 1991.
Kathy likes to walk, play tennis, watch sports, and enjoys boating on the Tennessee River with her family. She is also a huge Alabama Football fan. (Much to Randy’s chagrin.)
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. –
Securities and advisory services offered through LPL Financial, member FINRA/SIPC. –
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Tennessee, Alabama, Florida, Indiana, Kentucky, Michigan, Missouri, Mississippi, North Carolina, and Texas.
