Jade Phoenix Financial
JADE PHOENIXFinancial
Leadership

Our Team

Dedicated professionals committed to doing what's right for you and your family's financial future.

B. Wallace

B. Wallace

Founder & Senior Partner

With a vision to construct financially secure households, B. Wallace leads Jade Phoenix Financial with a focus on generational wealth and youth financial literacy. Creator of the Rekindras Program and RiseCore Youth Financial Education.

Specialties

Wealth ConstructionYouth EducationLegacy Planning
SJ

Sarah Jenkins

Senior Wealth Advisor

Sarah specializes in retirement planning and income protection strategies. She has over 15 years of experience helping families secure their financial future.

Specialties

Retirement PlanningIncome ProtectionAnnuities
MC

Michael Chen

Investment Strategist

Michael oversees the investment portfolios, ensuring they align with client risk profiles and long-term goals. He brings a data-driven approach to asset management.

Specialties

Asset ManagementMarket AnalysisPortfolio Construction

Join the PhoenixHaus Fast Start Program

We are expanding our team and brokerage. Get the tools, support, and mentorship you need to jump-start your career in financial services.

Financial Health Check

Let's Build Your Plan

What is your primary financial goal?

Step 1 of 3