Team

Walter began his career as a Financial Advisor in 2002 after earning a degree in Mathematics and Statistics from Miami University. During his time with Waddell & Reed he held positions as...

Carrie began working with Walter in June of 2022. Carrie serves as a Client Relationship Manager where she is responsible for client scheduling, meeting preparation and...

Christina is an Administrative Assistant where she is responsible for client scheduling, review preparation, and making sure...