Our Team

Meet the Walser Wealth Team

Management

Rebecca Walser, MBA, JD, LLM

Principal

Julia Allen

Chief Operations Officer & Head of Business Development

Mac Gardner, CFP®

Director of Advisory Services

Nina Martinez

Director of Client Relations

Jonathan Spaeth

General Counsel

Lanny Rogers

Business Development Manager

Shannon Stophel, CFP®

Strategic Wealth Manager

Advisors

Illya Bermant, AAMS®

Financial Advisor

Jacob Stinson

Financial Advisor

Trevor Mann

Financial Advisor

Alex Fellios, CRPC™

Financial Advisor

Ryan Muzzo

Financial Advisor

Gabriel Jung 

Financial Advisor

Jerry Sylvester

Financial Advisor

Luca Mira, CRPC®

Financial Advisor

James Johnson

Financial Advisor

Kyle Orcutt

Financial Advisor

Jeffrey Patten

Financial Advisor

Matt Muller

Financial Advisor

Brian Murphy, CFP®

Strategic Wealth Advisor

David Pritchard, CFP®

Strategic Wealth Advisor

Justin Elliott, CFP®

Strategic Wealth Advisor

Carson Wolf

Servicing Advisor

Client Relations

Lucy Ortiz

New Business Associate

Kimberly Culbertson

New Business Associate

Alysea Samenski

New Business Associate

Julie Brown

Client Services Associate

Gwen Richards

Client Services Associate

Rachel Davis

Administrative Specialist

Kimberly Chuppe

Administrative Specialist

Megan Sinisgalli

Administrative Specialist

Stephanie Kokko

Administrative Specialist

Lindsay Anderson

Administrative Specialist

Erica Piper

Administrative Specialist

Maya Paul

Administrative Specialist

Business Development

Maddie Egan

Marketing Specialist

Samantha Ward

Qualification Specialist

About Our Firm

Redefining Wealth Management

Walser Wealth challenges Wall Street’s conventional strategies, offering a fresh perspective with our contrarian and innovative approach. With a commitment to empowering clients, we specialize in advanced tax mitigation, wealth preservation, and strategic diversification.

Our tailored financial plans ensure preparedness against market fluctuations, aiming for more than just growth and preservation— we’re redefining wealth management for those ready to challenge the status quo. With a new, state-of-the-art office in Tampa and serving clients virtually nationwide, Walser Wealth is the choice for those seeking a proactive path to financial success and a secure, fulfilling future.

Schedule a Consultation

Reach out today to begin your journey toward financial clarity with a complimentary consultation and tailored portfolio analysis.

  • Personalized Wealth Management
  • Trusted By Top News Outlets
  • Forward-Thinking Financial Insights
  • Large Firm Resources, Boutique Service

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