President
Walker Wealth Strategies’ President and Chief Executive Officer, Craig Walker, founded the company in 1997. Craig has a...
Independent, Fiduciary, Fee-based Wealth Management and Financial Planning
01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Our Team
Financial Advisor
Dawn Bowman recently celebrated 21 years of dedicated service at Walker Wealth Strategies. She began her career at the...
Financial Planning Associate
Carolynn Cox joined Walker Wealth Strategies in 2016 after several years of experience in accounting and operational...
Operations Associate
Sokny Vasquez joined Walker Wealth Strategies in 2017 after several years in the healthcare industry. She received her...
Operations Associate
Sharon Garate joined Walker Wealth Strategies after many years with Wells Fargo as a Fiduciary Administrator. She...
Our Services
Financial Planning
Life changes - your financial plan should, too.
We manage assets for individuals and families, providing investment management, and financial planning services.
Blogs
We wish you a safe and happy Thanksgiving!
To all Veterans, we are grateful for your service! Happy Veterans Day!
Sokny is accomplishing her 10K Steps a day challenge with her family.