I’ve worked in the securities industry since 1992, starting with a training period at Dean Witter’s headquarters in New York — where I was first began developing my skills in asset allocation, modern portfolio theory and institutional money management. My experience at Prudential deepened my appreciation of the financial services industry’s role in estate planning and retirement planning — and with it, the importance of understanding the total financial picture for individuals and companies I serve.
Outside my chosen profession, I’ve pursued a number of rewarding personal and community service endeavors. The one most closely associated with my practice stemmed from the purchase and restoration of our office building (the Montgomery Building in Homewood’s historic Rosedale Community) — which is LEED Certified. Learning about sustainable concepts was such an inspiration that we created The Green Resource Center — a 501(c) 3 to promote social, economic and environmental practices. The response was overwhelming: The Center was honored with four humanitarian awards, and received multiple support grants.
I founded Walton Financial in 1999, and I’m FINRA 7, 24, 63 and 65 licensed. I’ve always had an entrepreneurial spirit. Being my own boss allows me to help people plan for life's events in a much more complete way. I’m deeply honored by the number of individuals who trust me to serve them, their families, their companies, and their futures.