The Team

Walker and Associates
Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

Our Advisors

Patricia L Smith

Patricia L Smith

Private Wealth Advisor

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Designations

CFP®, ChFC®, CLU®, APMA®

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Charitable Giving

Education

Wake Forest University - B.S. Health and Physical Education, North Carolina State University - Masters of Education

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Mark Walker

Mark Walker

Private Wealth Advisor

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Designations

CFP®, ChFC®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

Lenoir-Rhyne University, BS Business Administration 1993
CA Insurance #0M55838 AR License #2488482

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Mitchell Sayers

Mitchell Sayers

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education

Education

Queens University of Charlotte - BS Finance, McColl School of Business

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Mark Davey

Mark Davey

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies

Education

East Carolina University, BS in Business Administration 2006

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Our Staff

James "Clay" Hogan

Financial Planning Analyst

Assistant

Amanda Baston-Lamb

Financial Planning Assistant

Elisa Enriquez

Executive Assistant

Kristin Helms

Administrative Assistant

Susan Singleton

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