
Patrick B. Wallace, MBA, CFP ®
Founder & Wealth Advisor

Prior to entering the financial services industry in 2002, Patrick enjoyed a very successful career in engineering with General Dynamics Fort Worth and Abbott Laboratories and later in technical sales and retail marketing with Intel.
Patrick has been an adjunct instructor in the business department at Tarrant County College. He is active in his local church serving as a deacon and on various committees, leading Crown Financial Ministry group studies, and teaching 2nd grade Sunday school with his wife, Tracie.
Patrick and Tracie have been married since December 2002 and have three children, Ame, Paul, and Caitlin, and one grandson, Aidan. Their hobbies include spending time with family, travel, reading, and flying their RV6A for those “$100 Hamburgers”.
Sandy Capani
Client Service Manager

In her free time, Sandy enjoys reading and spending time with her two grandchildren, Selena and Luke. Sandy and her husband, Pete, live in Fort Worth with their Harlequin Great Dane, Belle.
Securities and advisory services offered through Geneos Wealth Management Inc. Member FINRA/ SIPC
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