Walker serves as a lead adviser and member of the financial planning committee at Verum. He is passionate about working with individuals and families who are committed to achieving financial clarity by getting organized and creating a purposeful financial plan that is well-aligned with their values and goals. Recognizing how overwhelming financial planning can be for clients, Walker’s forte lies in orchestrating and integrating portfolio management, income tax planning, retirement planning, and estate planning to ensure they are all working in unison.
Walker has devoted much of his passion for lifelong learning toward deeper expertise in tax planning.
Walker and his wife, Lindsey, are busy raising their son, Logan. You can find him running the sidewalks of Charlotte or spending weekends outside in tireless pursuit of achieving a beautiful yard.
At Verum Partners
Financial Adviser
Financial Planning Committee – Member
Previous Experience
Carolinas Investment Consulting – Consultant and Financial Planner
Vanguard – Brokerage and Digital Advisor Pilot Program
Ameriprise Financial – Associate Financial Planner
Education & Professional Designations
B.S.B.A. Appalachian State University – Finance and Banking
• Men’s Baseball – Team Member
Certified Financial Planner™ (CFP®) professional
Additional Information
Charlotte Estate Planning Council – Member
Financial Planning Association – Member
