Our Team

Meet the Walser Wealth Team

Management

Rebecca Walser, MBA, JD, LLM

Principal

Julia Allen

Chief Operations Officer & Head of Business Development

Ernest J. C’DeBaca, JD, LL.M, CFP®

Chief Compliance Officer

Trevor Mann

Portfolio Manager

Nina Martinez

Director of Client Relations

Lanny Rogers

Business Development Manager

Shannon Stophel, CFP®

Strategic Wealth Manager

Jonathan Spaeth

General Counsel

Advisors

Ryan Muzzo

Financial Advisor

Gabriel Jung 

Financial Advisor

Matt Muller

Financial Advisor

Brian Murphy, CFP®

Strategic Wealth Advisor

Justin Elliott, CFP®

Strategic Wealth Advisor

Russell Becker, CFP®

Strategic Wealth Advisor

Nate Gaubatz, CFP®

Strategic Wealth Advisor

Carson Wolf

Strategic Wealth Associate

Client Relations

Lucy Ortiz

New Business Associate

Rachel Davis

New Business Associate

Gwen Richards

Client Services Specialist

Julie Brown

Client Services Associate

Erica Piper

Qualification Specialist/New Business Associate

Stephanie Kokko

Administrative Specialist

Business Development

Lindsay Newton

Marketing Specialist

Maya Paul

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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