Kate Wallace

CFP®, ChFC®, RICP®, APMA®

President
Senior Wealth Advisor
Founding Partner

319-826-1898

I graduated from Cornell College in Mt. Vernon, Iowa. 


My husband, Allen, and I enjoy spending time with our three kids. I also enjoy spending time with family and friends, classes at Orangetheory Fitness, Iowa Hawkeye Athletics, and watching Tom Hanks movies. 


I serve on the board of directors of the CR Metro YMCA, as well as the advisory committee for the new Marion YMCA and Community Center. I enjoy volunteering with HACAP (Hawkeye Area Community Action Program) and I am a former board member of the Professional Women’s Network (PWN). 


The reason I got into this business...My degree from Cornell is in Psychology and Secondary Education. I always wanted to be a teacher. I remember the first time I taught a neighborhood friend to ride his bike without training wheels; it was so satisfying! Although I didn’t end up teaching high schoolers, what I love about my career is the same feeling I get today when I help someone achieve a financial goal. It is very fulfilling to be a part of the process.

Kate Wallace

Offices:

Davenport, Iowa

Cedar Rapids, Iowa