Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Neil Walters

CFP®, AAMS

Private Wealth Advisor

Chief Executive Officer of Walters & Associates
Learn more about Neil Walters Visit Neil Walters's website

Jared Barnes

Associate Financial Advisor

Learn more about Jared Barnes Visit Jared Barnes's website

Laura Mitchell

Associate Financial Advisor

Learn more about Laura Mitchell Visit Laura Mitchell's website

Thomas Ballard

APMA®

Financial Advisor

Learn more about Thomas Ballard Visit Thomas Ballard's website

Trent LaMonica

CFP®, APMA®

Financial Advisor

Learn more about Trent LaMonica Visit Trent LaMonica's website


Our team

Michelle Walters

Michelle Walters

Marketing Director,

Event Planner