Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for ArchPoint Wealth Advisors
Team photo for ArchPoint Wealth Advisors

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Our advisors

Advisor photo for Neil Walters

Neil Walters

CFP®, AAMS®

Private Wealth Advisor

Chief Executive Officer of ArchPoint Wealth Advisors
Learn more about Neil Walters Visit Neil Walters's website
Advisor photo for Trent LaMonica

Trent LaMonica

CFP®, APMA®, CEPA®

Financial Advisor

Learn more about Trent LaMonica Visit Trent LaMonica's website
Advisor photo for Thomas Ballard

Thomas Ballard

APMA®

Financial Advisor

Learn more about Thomas Ballard Visit Thomas Ballard's website
Advisor photo for Jared Barnes

Jared Barnes

Associate Financial Advisor

Learn more about Jared Barnes Visit Jared Barnes's website
Advisor photo for Laura Mitchell

Laura Mitchell

Associate Financial Advisor

Practice Manager
Learn more about Laura Mitchell Visit Laura Mitchell's website


Our team

Michelle Walters

Michelle Walters

Marketing Director,

Event Planner
Kelly Putnam

Kelly Putnam

Client Service Coordinator

Rebekah Bould

Rebekah Bould

Client Service Coordinator