Walker and Associates

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Walker and Associates
Team photo for Walker and Associates

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Advisors

Advisor photo for Mark Davey

Mark Davey

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Mark Davey's website
Advisor photo for Mark Walker

Mark Walker

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Mark Walker's website
Advisor photo for Gary T Moss Jr

Gary T Moss Jr

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Gary T Moss Jr's website
Advisor photo for Susan W Singleton

Susan W Singleton

AAMS®

Associate Financial Advisor

Visit Susan W Singleton's website
Advisor photo for Tanner Trites

Tanner Trites

Associate Financial Advisor

Visit Tanner Trites's website
Advisor photo for BJ Sabol

BJ Sabol

Associate Financial Advisor

Visit BJ Sabol's website


Team

Amanda Batson-Lamb, FPQP®

Amanda Batson-Lamb, FPQP®

Financial Planning Specialist

Personal Intro

Amanda joined Walker and Associates in 2013. She is an alumna of the University of NorthCarolina at Charlotte where she received a B.A. in English Literature andminored in Journalism. She and her husband Norris live in Mount Hollywith their son Denver. In her free time, Amanda enjoys playingpickleball, reading, gravel biking and gardening.

Qualifications

  • Financial Paraplanner Qualified Professional℠

Roles & Responsibilities

  • Oversees all comprehensive financial planning relationships, ensure each client’s plan is developed, maintained, and updated to align with their goals, life changes, and long-term priorities.
  • Supports the advisory team by overseeing planning resources and coordination of complex planning strategies—including estate matters, insurance, and charitable strategies.
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Kristin Laxton

Kristin Laxton

Paraplanner,

Client Service Specialist

Personal Intro

Kristin graduated from Lenoir-Rhyne University with a Bachelor of Business Administration in Management and Finance. She joined Walker and Associates in 2017 and has extensive experience in delivering high‑quality client service. In her free time, Kristin values time with her family and enjoys attending concerts and NASCAR races.

Roles & Responsibilities

  • Registered staff member overseeing complex account administration, retirement plan coordination and detailed follow-through.
  • Oversees investment workflows and supports the advisory team through detailed review, delegation, and helping ensure a high standard of consistency and care across all client portfolios.
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Lydia Smith

Lydia Smith

Client Service Coordinator

Personal Intro

Lydia joined Walker and Associates in 2023. She was born and raised in Boone, NC and loves exploring all the High Country has to offer. She enjoys reading, swimming, and traveling.

Roles & Responsibilities

  • Provides experienced, high touch client service, building strong relationships while coordinating meetings, follow ups, and communications to ensure clients feel supported and well cared for.
  • Oversees client onboarding and post meeting implementation, managing documentation, transactions, and follow through to help ensure a smooth, timely, and well-organized client experience.
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Becky Clements, CFP®

Becky Clements, CFP®

Operations Specialist

Personal Intro

Becky graduated from Texas Tech University in 2001 with a B.S. in Personal Financial Planning. She enjoys traveling with her husband, gardening and spending time with her 14 nieces and nephews!

Qualifications

  • CERTIFIED FINANCIAL PLANNER®

Roles & Responsibilities

  • Oversees operation of the practice to strive for excellence in client service and efficiency in daily processes.
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John Andrew Warren

John Andrew Warren

Financial Planning Assistant

Personal Intro

Andrew is a proud alumnus of Appalachian State University, graduating with his bachelor’s and master’s degree in business administration. He loves spending time with loved ones, all things sports, and traveling.

Roles & Responsibilities

  • Supports the advisory team in delivering exceptional client service by assisting with day-to-day client needs, preparing meeting materials, and creating high quality client deliverables.
  • Plays an integral role in the financial planning process, managing administrative details, supporting workflows, and streamlining processes.
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