James Wallace, CFP® RICP
Login to view DISC.James Wallace is an award-winning Wealth Management Advisor with Northwestern Mutual, specializing in helping families and business owners near retirement. A graduate of Texas A&M University, he focuses on creating lasting legacies and was named Advisor of the Year in 2021.
Outside of work, James values family, freedom, and tradition, enjoying classic American celebrations like parades and barbecues. His background includes mentoring young people as a church youth intern, reflecting a deep-seated commitment to making a positive difference in the lives of others.
His professional introduction begins with a proverb, highlighting his belief in the power of collaboration and counsel.
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