James K. Wallace

Financial Advisor

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

My Team

     My team and I seek to provide an experience for our clients that encourages them to have a bold vision for the future knowing that we are here to support them and their family every step along the journey. 

  • We will be clear with you about what each part of our planning experience looks like so that you know what to expect from us as we progress from one stage of planning to the next. 
  • It is important to us for you to know that we are here to respond to your needs, and help you deal with the unexpected turns life can throw at us.  We will follow up in a timely manner if you reach out to us.  
  • We are committed to working with you to craft a comprehensive financial plan using time tested strategies and products, and the latest technology, so that you and your family can have confidence that your plan is taking you where you want to go.
  • Accountability is the key to seeing our goals become a reality.  That is why it is important to us to review with our clients at least once a year to ensure that the plan is keeping pace with their life.

     Lastly, we want everyone we work with to know that we see it as a privilege to play a role in your story.  Thank you for allowing us to serve you and your family.   

 

Sheila R Pierce

Director of Client Services
Office 713-266-0775
 
 

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