Wallace Wealth Management
“Helping you manage taxes and focus on long-term wealth”
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 serves as Treasurer & Councilperson for the City of Jackson and, Chairman of the Board of the Exchange Club Carl Perkins Center for the Prevention of Child Abuse. He also serves as Secretary for the Jackson Exchange Club, Secretary for the Tennessee District Exchange Clubs and Treasurer for the Forked Deer Friends of NRA. Randy and his wife Karen attend Northside United Methodist Church and reside in Jackson, TN.
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.)
Jim shares office space with Randy and serves as backup when Randy is out of the office. Jim runs his own investment firm of Jim Dennison, LPL Financial. Jim has 20 years of experience in investment management. He holds the Series 7 and 63 securities registrations through LPL Financial. Additionally, he holds Life, Variable Annuity and Long Term Care Insurance Licensing in multiple states.
Jim graduated from the University of Tennessee at Knoxville with a BS in Business Administration. Prior to starting his own investment firm with LPL Financial, he was a financial advisor with Merrill Lynch and Smith Barney.
Jim and his wife Melissa attend First United Methodist Church and reside in Jackson, TN.
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