The Team

Walker and Associates

Our Advisors

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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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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Our Staff

Amanda Batson-Lamb

Amanda Batson-Lamb

Financial Planning Assistant

Elisa Enriquez

Elisa Enriquez

Administrative Assistant

Kristin Helms

Kristin Helms

Administrative Assistant