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Home » Our Firm » Mike Walters

Mike Walters

Investment Advisor Representative

Duties & Responsibilities at Teamwork:  Mike assists the Srulowitz Team in New Braunfels with administrative duties and client communications while also building his own client base. Mike is passionate about helping others attain financial independence through careful planning, budgeting and lifestyle modifications to assist in ensuring clients’ financial success

Education:  Mike graduated magna cum laude from Texas State University with a degree in business management. He has his Life, Accident, Health and HMO license and has passed the Series 7 and 66 securities exams.

Background:  Mike worked in retail beginning at age 17 and studied leadership and management in college. However, he always felt he wanted a career where he could help others reach their full potential. As a client of Michael Srulowitz since 2014, Mike was intrigued with financial services and joined Teamwork Financial upon graduation.

Complimentary Report
"The Social Security Decisions”
Learn important variables to consider as you create a sound retirement income strategy for the days ahead.


To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@teamworkfinancial.com or call us at (210) 687-1333 today!

By contacting us, you may be offered information regarding the purchase of investment and insurance products.

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about our firm
Since 1988, we have developed our practice by maintaining close, trusted relationships with each of our clients and their families. Our expertise is aligning and integrating legal, tax and financial plans to create a game plan for life!
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ADV Part 1 https://www.teamworkfinancial.com/i/ADV Part 1 - 3_17_2022.pdf
ADV Part 2 https://www.teamworkfinancial.com/i/ADV Part 2A - TWF - 3_4_2022.pdf
ADV Part 3 https://www.teamworkfinancial.com/i/ADVPart3-5_1_2020.pdf

Privacy Policy. Terms of Use. Financial Planning and Investment Advisory Services provided by Teamwork Financial Advisors, LLC. Accounting and Tax Services provided by Douglas R. Moe and Michael de Guzman. Insurance Services provided by Teamwork Financial Group. Legal Services provided by Moe, de Guzman, & Howell.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of investment and insurance products in the future.