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The Walker Group

Our responsibility to our clients comes first. From wealth management and retirement planning to estate and charitable gift planning, our insights and financial strategies can help make your goals a reality. 

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We&#8217;ve Moved &#8211; and We&#8217;re Excited <br/>To Welcome You

We’ve Moved – and We’re Excited
To Welcome You

Our Seattle team has officially moved into our new office at 601 Union Street on the 47th floor. While the address has changed, our team—and our commitment to serving clients in the Seattle community—remains the same.

We look forward to welcoming you into our new space!

The Walker Group

The Walker Group

Imagine a partner that helps you achieve the things you want for yourself and the people you care about most.

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Wealth Management Defined

Wealth Management Defined

Customized services for your specific needs

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Wealth Strategies

Wealth Strategies

Live education and insights on timely wealth management topics.

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Our Practice

Our Practice

From investment advice to financial planning to managing risk, our wealth management philosophy is built around simplifying your life.

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Estate Planning

Our Baird estate planners explore with you customized solutions that help safeguard your assets, mitigate the impact of taxation and ensure your estate provides

Financial Planning

I help customize a financial plan based on your needs and goals that is designed to offer lasting financial security

Tax Planning

Making the most out of our clients’ money starts with recognizing all the ways taxes can impact their financial future. 

Retirement Planning

You’re probably asking questions like “When do I want to retire?” or “Do I have enough saved?” I can help you bring clarity to your financial picture and chart a course to help you get to where you want to go. 

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