Jasen Wallace

M.S. Personal Financial Planning

Para Planner at Ames & Weinheimer Wealth Management, LLC

My Early Life

I was Born in Dallas, TX (1 week after the Tax Reform Act of 1986)

I attended Mesquite Poteet High School in 2000

At Poteet High School,

I Competed in the Academic Decathlon at the State Level

I ran cross country at the state level – logging over 30 miles a week

I Graduated Mesquite Poteet High School in 2004

In 2004, I attended A&M University – Commerce

My Undergraduate Experience

I ran cross country at the colligate level, now logging over 60 miles a week.

I became highly involved at my residence hall and soon was hired to the position of Resident Assistant

I was elected president of the Hubble Residence Hall Counsel

My Undergraduate Experience

And even took home the RA of the Year award.

In my latter years, I was inducted to serve as one of the University President’s Ambassadors

In 2008, I graduated with a Bachelors in Political Science/Minor in Finance

My Undergraduate Experience

I also taught rock climbing and even lead trips for over 20 adventure-seeking students at a time.

Recent Years

I started my Masters Degree at Texas Tech in 2009

At Texas Tech

I joined the Personal Financial Planning Association (PFPA) at Texas Tech and began to meet my professors and peers.

I was hired to work as a research assistant in my third semester at TTU.

At Texas Tech

I joined Red to Black® :

A model peer-to-peer financial counseling organization.

I have given presentations on financial matters to:

• Hundreds of students • Over 3 different colleges via webcam. • 2 of which were simultaneous • Entire class periods at a time.

At Texas Tech

I re-designed all the PowerPoint presentations for the organization And was put in charge of conceptualizing the new website

In my second semester in Red to Black®

I was hired to be the Graduate Assistant for the organization

In the Spring of 2011, I was elected to serve as president of PFPA

This is one of the largest student ran organizations devoted purely to Personal Finance

In Fall of 2011 I was hired by the division to teach as a

Graduate Part-Time Instructor

With over 45 students,

4 classes and 6 hours of instruction a week I stay pretty busy.

In Fall of 2011 I was hired by the division to teach as a

Graduate Part-Time Instructor

With over 45 students,

4 classes and 6 hours of instruction a week I stay pretty busy.

I love the field of Financial Planning and am always looking for opportunities to meet people who are willing

to make an investment in my future with them.

But I do it because I love

what I do

Current Interests

• Taxation and Public Policy

• Wealth Distribution

• Social Policy and the Welfare State

• Charitable Planning Vehicles

Media Produced

Website: Designed http://www.orgs.ttu.edu/pfpa/

Website: Co-Designed http://www.orgs.ttu.edu/r2b/

Presentation: Designed and Presented Via Webcasts http://www.orgs.ttu.edu/r2b/educ_ppts/What_Makes_Up_FICO_Score.pdf

PFPA Advertising Campaign 2011 http://www.orgs.ttu.edu/pfpa/images/PFPA_FALL_2011_ADVERTS.pdf

Many products and services today are bought and sold by having confidence in a brand. That confidence starts with a superior, professional image. No matter your industry: Sales to Real Estate to Insurance, your image is what matters most! Financial Planning is no exception. No matter where I am planted, I always seek to add value to the organization through my skills in media. Below are some examples of how old, outdated presentations and websites were given new life.

It is our mission to work with you to assess your financial needs and help to develop a customized strategy so that you can enjoy the life that you deserve. Regardless of whether you are just starting out, building wealth, or nearing your golden years, it is our intent to help you reach your goals through:

Personalized advice Unbiased guidance

Disciplined wealth management

Jasen Wallace Click here for Résumé in PDF format.

http://dl.dropbox.com/u/40593783/Jasen_Wallace%20Resume%20SPRING_2012.pdf

M.S. Personal Financial Planning

Para Planner at Ames & Weinheimer Wealth Management, LLC

e: Jasen@amesweinheimer.com

p: 903.366.3157

m: P.O. Box 90758

Austin, TX 78709