Elizabeth Walter, CPFC®

Account Executive

Elizabeth is an account executive for the firm, providing one-on-one investment consultations to retirement plan participants.  She started her career in 1990 with Strong Capital Management and subsequently worked for Wells Fargo Funds Management and U.S. Bancorp Fund Services.  Elizabeth is a graduate of UW-Milwaukee with a Bachelor of Arts degree in English Literature and Philosophy and holds the Investment Adviser Representative license (Series 65).

Elizabeth is married with five children.  Outside of work, Elizabeth enjoys downhill skiing, biking, hiking and boating with her family.


CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those working with consumers in a one-on-one setting.  Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.