Russell Wallace, CPA in

Russell Wallace, CPA

Energizer · DISC type I
CFO at Altius Healthcare Management
📍 Denton, Texas, United States

Russell Wallace is a CPA and the founder of Wallace Accounting & Advisory, specializing in tax planning and financial strategy for business owners and high-net-worth individuals. He leverages his fractional CFO experience in private equity-backed settings to guide clients through acquisitions and liquidity events. He earned his Bachelor of Science from the University of North Texas.

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Experience
14 Years
Current Role
CFO
Location
Denton, Texas, United States
Personality Overview

How Russell shows up

Informal
Full Of Energy
Imaginative

They are not always early adopters but can be pursuaded by leveraging strong relationships. Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are naturally enthusiastic, so take their promise with a pinch of salt.

Priorities

Topics Russell cares about

Entrepreneurial Wealth
He founded his firm to provide integrated tax planning, financial strategy, and long-term wealth building specifically for entrepreneurs and closely held entities.
Strategic Finance Leadership
Has served as a fractional CFO for multiple organizations, leading them through rapid growth, roll-up acquisitions, and significant liquidity events.
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Career

Work history

4-2017 - 5-2022
CFO
Altius Healthcare Management
3-2014
Founding Partner
Wallace Accounting and Advisory
3-2014 - 12-2016
CFO
Imagine Dental and Orthodontics
12-2008 - 3-2014
Consulting Services
Montgomery Coscia Greilich LLP
12-2007 - 12-2008
Accountant
Accounting and Tax Services
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2006 - 2008
Bachelor of Science
University of North Texas
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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