Jasen Wallace

Jasen Wallace, CFP®, is a Wealth Advisor at Exencial Wealth Advisors, having joined the firm in January 2024, after serving as the Director of Financial Planning at Weinheimer Wealth Management from June 2012 to January 2024. With a focus on delivering a distinct client experience through innovative strategies in wealth management, Jasen specializes in assisting high-income professionals and retirees in optimizing financial decisions and benefits. Jasen's educational involvement includes mentoring high school students in financial planning at Texas Tech University, guest lecturing on special topics, and teaching personal finance to university sophomores. Jasen holds a Master of Science in Personal Financial Planning and a Bachelor of Arts in Political Science from Texas Tech University and Texas A&M University-Commerce, respectively.