GARDNER WALLACE - Key Persons
Job Titles:
- Financial Advisor
- Partner
- CERTIFIED FINANCIAL PLANNER
Andrew graduated from the University of Texas with a degree in Government and Business Foundations. He joined Penn Mutual in 2008 and quickly excelled by earning the Penn Mutual Leaders' Club and the Penn Mutual President's Club awards and was also named the Ayres Financial Group, New Advisor of the Year.
Andrew is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He's completed the Wharton School Retirement Income Planning Program and the Babson School's Institute for Entrepreneurial Leadership & Advancement.
Since 2014 he's been awarded the Women's Choice Award identifying advisors and firms' women can trust, as seen in USA Today, and was recently awarded the Texas Monthly Five Star award for 2018. He has his Series 7 - General Securities Representative Examination, Series 63 - Uniform Securities Agent State Law Examination, Series 6 - Investment Company Products/Variable Contracts Representative Examination Group 1 Life, Accident, Health, and HMO.
Andrew was born and raised in Dallas, TX. In his free time, he enjoys spending time with his wife Lucy, playing golf, bicycling, and traveling.
Job Titles:
- Client Service Specialist
Carrie has 12 years experience in the insurance and investment industry. She is our Client Service Specialist and has been a part of our team since October of 2018.
Carrie lives in St. Paul, Texas with her husband Mike. They have a son, Wyles and two daughters, Heather and Hailey. She enjoys cooking, gardening and watching movies.
Job Titles:
- Director of Planning and Investment Operations
- Director of Planning and Investment Options
Kyle is the Director of Planning and Investment Options at Gardner Wallace. In this role, he runs financial plans, oversees day-to-day trading and money flow, and provides investment recommendations. He graduated from Southern Methodist University with his Master of Science in Finance (after obtaining a Bachelor of Science and another Master of Science) and knew he wanted to be a financial advisor early in his career. He is passionate about the research component and enjoys working with clients and the firm's advisors.
Kyle enjoys being a source of guidance and information for his clients and is always researching and finding ways to better serve the firm's clients. He believes in providing the highest level of care for a client's portfolio and he works with each client on an individual basis.
Kyle currently lives in Richardson, Texas and there he enjoys trying the local restaurants, spending time with his fiance and dog, and golfing. He also loves basketball and one of his hobbies is creating an NBA analysis from a game play and cap perspective.
Patrick is a financial advisor at Gardner Wallace, where he builds and presents comprehensive financial plans that help clients establish and achieve their goals. His whole life, Patrick has always been the type of person that enjoys helping others, so a career in the financial services industry was the perfect fit. He loves working with clients, getting to know their personal circumstances, and listening to their needs. He's also very competitive, meaning that he always wants his clients to succeed.
In addition to his 14 years of experience in the industry, Patrick also holds a number of industry designations, including being a Chartered Financial consultant and a Certified Financial Education. Patrick, like the other team members at the firm, is passionate about educating and sharing his financial knowledge with the public. He works hard for himself, the firm, and his family.
Patrick has been married to his wife for almost ten years and together they have two sons and a daughter. Outside of the office, Patrick enjoys spending time with his children, coaching youth basketball, playing basketball, and traveling.
Job Titles:
- Partner, Business Continuation
Robert is a Certified Exit Planning Advisor and has been a pivotal figure for Gardner Wallace. He has been in the financial services industry since 2000, leveraging his background as a successful business owner. He is dedicated to empowering business owners by illuminating vital yet often neglected planning areas.
Robert is committed to assisting these entrepreneurs in implementing tailored strategies to achieve their objectives. His scope of services encompasses comprehensive exit/succession planning, key employee retention, employee benefits, executive benefits, and legacy planning. Through a meticulous discovery process, Robert identifies financial goals, analyzes pertinent information, and evaluates a range of options to offer clients customized solutions.