Scott and I met at Dean Witter Reynolds in 1993. He’d just started his practice in Birmingham after training at the firm’s office in the World Trade Center. We married in August, 1999 — and in the Fall of that year, we started our firm together. Today, I serve Walton Financial as the Office Operations Manager.
We've grown as a company, and as a family. We have a lot more clients, and a lot more kids (four, to be exact!).
It’s my job to provide the support system that allows Scott and Brian to do their jobs. Whether it’s scheduling meetings, processing paperwork or sending birthday cards, I see a direct parallel between my job at the office and my job at home. Clients choose Scott as their advisor because they trust him to keep their best interest in mind. Not some of the time, all of the time. We both take that responsibility very personally. Welcome to the family!
Below are two ventures I launched and managed myself, outside of the firm.
Owner/Facilitator | November 2009 - August 2012
I wanted to do the best job I could teaching our children good manners and basic etiquette, so I became a certified trainer through The Emily Post Institute. It didn’t take long to meet a lot of other people who wanted the same for their children — so I formed Gildencrest School.
I developed curriculum for a weeklong summer camp for preteen girls — combining Emily Post’s methods with my Dale Carnegie training and my past experience instructing dance/twirl. The success of those camps led to requests for customized classes for Girl Scout troupes, customer appreciation events, corporate training seminars and community education classes — to name a few.
Instructor | August 2005 - May 2007
I loved being a majorette in high school — particularly baton twirling. In 2005, a former fellow majorette and I founded Alabama Baton. Over the next 22 months, we taught classes to over 100 elementary aged girls a week in the Shelby County School System. We performed halftime shows at basketball games for Birmingham Southern College and the University of Montevallo, football games for Oak Mountain High School, and pre-game for the Birmingham Barons baseball team. We marched in numerous parades; and we capped-off each year performing recitals before hundreds of fans.