Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Neil Walters

CFP®, AAMS

Private Wealth Advisor

Chief Executive Officer of Walters & Associates
Learn more about Neil Walters Visit Neil Walters's website

Thomas Ballard

APMA

Financial Advisor

Learn more about Thomas Ballard Visit Thomas Ballard's website

Trent LaMonica

CFP®, APMA

Financial Advisor

Learn more about Trent LaMonica Visit Trent LaMonica's website


Our team

Laura Mitchell

Laura Mitchell

Operations Specialist,

Practice Manager

Personal Intro

Enjoys the outdoors and is active in the Austin running community. Loves racing & competing in USATF Masters National Championships.

Favorite food: Tacos

Best piece of financial advice anyone ever gave Laura: "Start saving early and contribute to your 401K as much as possible." from her father

Something on Laura's bucket list: visit the 7 wonders of the world

Qualifications

  • 23 Years in Industry Client Service Experience

  • Series 7 & 63 & 65
  • Licensed Texas Insurance Agent
  • BBA in Marketing from Southern Methodist University Dallas, TX 1998
  • 4 year Letterwinner SMU XC/Track & Field

Roles & Responsibilities

  • Enhance Client Experience
  • Coordinate operational tasks
  • Process all new business
  • Handle all client service administrative requests
  • Client Event Coordination
  • Website Support
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Michelle Walters

Michelle Walters

Marketing Manager,

Event Planner
Melissa Burek

Melissa Burek

Client Service Coordinator