Since entering the financial industry in 2005, Walter has specialized in providing comprehensive financial advice with concierge-style service to individuals and families. His goal is to help clients find investment options that will give them peace of mind so they’re able to enjoy the things that matter most in retirement. He spends time educating his clients and helping them make purpose-driven financial decisions, while covering all areas of investments & retirement planning. These areas include: asset management and protection, retirement and income planning, tax strategies, insurance coverage, and estate planning.
As a financial advisor, Walter understands the responsibility that his clients entrust to him. Believing that the best way to do business is with integrity and loyalty. Trusting relationships are built on open and effective communication. Walter enjoys working with clients to inform them how to use their assets, make investment choices, and develop financial strategies to help pursue their financial goals. But above all else, the most rewarding part of Walter’s job is doing what is best for the client.
Walter grew up in Baton Rouge, Louisiana and moved to Virginia in 1993. He resides in Herndon, VA where he is actively involved in his church and local community. In his free time Walter enjoys traveling, biking, fishing, running, boating and spending time with family. He is a graduate of Radford University in Southern Virginia where he earned his Bachelor’s degree in Business Administration and Management. Walter is Securities licensed in 25 states and holds his series 6, 63, 65, as well as life and health insurance licenses.