Kec, Walker & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Chris Walker

Chris Walker

CRPC®

Private Wealth Advisor

Business Financial Advisor
Visit Chris Walker's website
Christopher J Kec

Christopher J Kec

JD

Financial Advisor

Franchise Owner
Visit Christopher J Kec's website
John R Lung

John R Lung

Financial Advisor

Visit John R Lung's website
Gary Paul

Gary Paul

CRPS®

Financial Advisor

Financial Planning Analyst
Visit Gary Paul's website
Curtis Beagle

Curtis Beagle

CFP®

Financial Advisor

Franchise Owner
Visit Curtis Beagle's website
Corey De Meritt

Corey De Meritt

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Corey De Meritt's website

Team

Christopher D. Walker

Christopher D. Walker

Business Development Manager,

Client Service Specialist
Daniel Lambert

Daniel Lambert

Operations Manager,

Client Service Specialist

Qualifications

  • MBA - Masters in Business Adminstration
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Thomas Davis, CFP

Thomas Davis, CFP

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ professional
Zachary K. Steinmetz

Zachary K. Steinmetz

Financial Planning Specialist,

Investment Specialist

Qualifications

  • MBA - Masters in Business Administration
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