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...
Jessica Bell, JD, CPWA®
Senior Estate Planner
Kristen L. Banks, CPA
Tax Strategist
Linda Grant-Smith, EA, CPWA®, CFP®
Wealth Strategist
Erica Kroll, CLTC®, CLU®
Senior Insured Solutions Consultant
Andy McKay
Director of Business Owner Solutions
Andrew Means
Director of Investments
Ross Mayfield, CFA
Investment Strategist
Mike Antonelli
PWM Market Strategist