James K. Wallace

College Unit Director

  • Office 713-266-0775
  • Mobile 832-266-7037

It's About More Than Just the Money

     As a financial advisor, my passion is working alongside my clients to create a map for their financial future that gives them practical action steps to reach their goals and dreams.  To my clients, financial success is more than just numbers in your accounts.  It's about how you are using the numbers in your accounts to make a difference in the world around you.  Whether the strategies we put in place create a better future for their family, their community, or the world, my clients are all difference makers.  

     It is my goal to bring clarity to a crucial, yet complex and often uncomfortable part of people's lives.  By taking time to understand your vision and values, I help put the pieces of the financial puzzle into the right places so that we are looking one comprehensive picture.  Once we can see where everything fits, we fill in the gaps, and map out our path forward.  

     My clients often tell me that I bring them confidence and peace of mind by helping them: make sure that they are still able to hit their goals if life throws something unexpected at them, take the mystery out of investing by using a systematic approach, and step into retirement knowing they have reliable income that allows them to pursue their passions without the burden of financial stress.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck