How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Kyle Walker, CFP®
Financial Advisor
Kyle brings more than 15 years of experience in the financial services industry and is passionate about helping clients simplify their financial lives and feel confident in the decisions they’re making. He believes thoughtful,...
Sara Holler, CPWA®, WMCP®
Financial Advisor
Sara spent the first half of her career on the institutional side of finance. She owned and operated her own hedge fund in Charlotte NC and London England. When she sold her company, her husband - Jeff, and two kids - Emily and Colton...
Averi Morse
Client Assistant
Averi is a Client Specialist with the Walker Holler Group at Baird, where she supports a wide range of client service and operational needs while helping deliver a seamless client experience. Working closely with the team, she assists...