Walker and Associates

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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

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Advisors

Mark Walker

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Mark Walker's website

Mark Davey

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Mark Davey's website

Gary T Moss Jr

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Gary T Moss Jr's website

Susan W Singleton

AAMS®

Associate Financial Advisor

Visit Susan W Singleton's website

BJ Sabol

Associate Financial Advisor

Visit BJ Sabol's website


Team

Amanda Batson-Lamb

Amanda Batson-Lamb

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.

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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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

  • CFP®

Roles & Responsibilities

  • Oversees operation of the practice to strive for excellence in client service and efficiency in daily processes.
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Becca Adkins

Becca Adkins

Client Service Coordinator,

Marketing Coordinator

Personal Intro

Becca graduated from East Carolina University with a bachelor’s degree in Communications and Public Relations. She loves spending time with family and friends. She also enjoys spending time outside, shopping, and needlepointing.

Roles & Responsibilities

  • Delivers responsive, detail-oriented client support by coordinating requests, paperwork, and follow ups, helping ensure a smooth and organized experience.
  • Supports thoughtful client communication and engagement by coordinating events, firm communications, and digital content.
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Kailyn Palmer

Kailyn Palmer

Client Service Coordinator

Personal Intro

Kailyn graduated from Southern New Hampshire University with a bachelor’s degree in English Literature and Creative Writing. She also served in the United States Marine Corps as a Legal Services Specialist. In her free time, she enjoys reading, writing, and attending concerts by her favorite music artists.

Roles & Responsibilities

  • Provides client support, serving as a welcoming point of contact while coordinating client requests, paperwork, scheduling, and follow ups to ensure a smooth and organized experience.
  • Supports clients by assisting with onboarding, technology assistance, and ongoing client care.
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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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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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