Lata Wallace

lata-wallace

Lata Wallace

Client Specialist

Lata is a client specialist with 15 years of experience in the finance industry. In her role, Lata oversees servicing of existing accounts and setting up new accounts. She works closely with clients to provide excellent service when it comes to their overall financial needs. Lata has been married to her amazing husband for 20 years, and they have two beautiful children together. In her spare time, she enjoys reading, cooking, hiking and watching sports. A recent transplant to the Austin area, Lata is looking forward to new adventures here in Texas.