Native to Clark County, Walt started his career in financial services in 2002 at a major wire house and has been with LPL Financial since 2005. Walt graduated from Washington State University with a degree in Finance and holds the Chartered Financial Consultant (ChFC ®) designation. He enjoys helping people in the community pursue their goals in the areas of retirement planning, investments, education planning, insurance, and estate planning.
LPL Financial’s independent research combined with their lack of proprietary product allows Walt to provide his clients with objective investment guidance. In managing his client’s investments Walt incorporates Modern Portfolio Theory which includes:
- Tactical Asset Allocation
- Diversification
- Rebalancing
- Manager Selection
Walt is married to Melissa with 2 sons, Zachary and Colton. Besides spending time with his family he enjoys reading, golf, exercise, attending sporting events, and traveling to warm destinations.
