Mike Walters Investment Advisor Representative
Mike realized early on that he wanted a career where he could focus on helping people at a personal level. Financial services offered just that, and he joined the industry in 2019 after graduating college.
As a self-described “spreadsheet guy,” Mike enjoys getting into the weeds of budgeting, cash flows and the day-to-day operations of clients’ finances to truly understand their values and how to best help them achieve their financial goals.
“I love connecting with people and providing an in-depth analysis of their financial situation,” he says.
As a financial professional, Mike can offer investment and insurance products and services. He has passed the Series 66 securities exam and holds life and health insurance licenses. He graduated from Texas State University with a bachelor’s degree in business management.
Outside of the office, Mike enjoys spending time with family and friends, reading and playing video games.