Kec, Walker & Associates

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Chris Walker

Chris Walker

Private Wealth Advisor

Visit Chris Walker's website
Christopher J Kec

Christopher J Kec

Financial Advisor

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John R Lung

John R Lung

Financial Advisor

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Gary Paul

Gary Paul

Financial Advisor

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Curtis Beagle

Curtis Beagle

Financial Advisor

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Corey De Meritt

Corey De Meritt

Financial Advisor

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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