James Wallace

Our team collaborates with people who care about others and want to make a difference in their lives.

Our mission is to help our clients live the life they want, and have a positive effect on generations of those they care about. We believe that a financial plan does more than make big numbers on a computer screen. A financial plan improves your quality of life. Our first focus is understanding who you love, how you want to care for them, and the life you want to live. Our clients often tell us that the planning we do for their family gives them the peace of mind and confidence they need to focus their time and energy on the people and causes that matter most to them. We serve clients from a range of backgrounds and life stages, both in and beyond the Greater Houston area. We find our work has the greatest value to folks nearing retirement who want to know that they have a plan to produce the income they need, so that they can stop worrying and focus their energy on giving generously to build for future generations. While no two of our clients are alike, they do all share a commitment to the planning process and a desire to make a difference in the lives of others. It’s easy for us to get excited about helping people who share our heart for helping others. When I began this career at 21, straight out of Texas A&M’s Mays Business School, I wasn’t sure if this was going to be my lifelong career, but I went where it was clear God was telling me to go. What drew me to establish my practice at Northwestern Mutual in the first place is what has kept me here for over a decade, the independence. Having my Planning Practice at Northwestern Mutual puts me in a position where the only pressure I feel is to do what is in the clients' best interest. I remember when I interviewed, they didn’t talk to me about how much money I would make, they talked to me about how much impact I could have on the lives of my clients. I saw a future where I could cultivate deep meaningful relationships with people by helping them answer hard and complicated questions to give them the peace of mind and confidence they craved. Almost a decade later, I can confidently say this isn’t a career for me, it is my calling. The fiery passion I had as a 21 year old has not dimmed in the last decade, it has served to refine my team and I to serve those who benefit most from the work we do and resources we have to offer. If you see me outside of the office, you will almost always find me with my family. We greatly enjoy spending time in our garden (both the flower garden and the veggie garden), and cultivating deep relationships in our community. My wife Zoe and I and our 3 boys are very involved in our local church, Antioch Central Houston. Don’t ask me about healthy sustainable communities and investing in eternity or you probably won’t be able to get me to stop talking! I am also a huge outdoors fan, so it is probably a good idea to stay away from camping, hiking, hunting, and fishing if you want to have a productive meeting.