Wally has been providing investment advice to families and individuals since 1989. The foundation of his financial planning process begins with a deep understanding of the hopes, dreams and goals of each of his clients. He then designs an investment roadmap, individually tailored to each client's unique circumstances allowing them to reach their long term goals.

Wally is a graduate of the University of Wisconsin-River Falls, where he earned a bachelor's degree in economics and business administration. Originally from Madison, Wisconsin, Wally lives in Maple Grove with his wife, Audra.  They have 2 children, Grant and Caroline.