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Walker has over 20 years of experience in the financial services industry and has spent the last 14 providing clients with comprehensive wealth management solutions. Walker applies an interpersonal approach to investment planning and client relationships by taking time to assess the wide-ranging issues and opportunities significant to his clients’ financial lives. “My goal is to serve as a trusted financial consultant to families, delivering actionable guidance and tools, through the evolution of their financial needs,” says Walker.

Teresa Garrison, a registered sales assistant with over 25 years of experience, supports Walker and seeks to offer a high-touch level of service for all clients.