9258 Wealth Management

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9258 Wealth Management's goal is to provide a level of investment advisory intellect and service that will help people achieve their short-term and long-term goals, such as retirement planning and thoughtful wealth creation.

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Walt Lunsford
President & CEO

Walt Lunsford

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Tom Moore
CTO & CISO
Tom Finley
VP & Director, Operations
Pete Bohrofen
VP, Investments
Claire Warner
VP, Director Tax Services
Edwina Martin
VP, Assistant Director Tax Planning
Eric Fessler
Portfolio Manager
Margaret Saladin Lunsford
Public Relations Liaison
Mindy Sander
Administrative Assistant
John M. Gehri
Financial Advisor