Walkner Condon Financial Advisors
Evan Waltz is a Client Service Specialist at Walkner Condon Financial Advisors, having begun this role in January 2024. Prior to this position, Evan served as an Analytic Consultant at Wells Fargo from March 2022 to November 2023, where skills in project management and communication were utilized to deliver insights within the Wealth and Investment Management (WIM) group. Earlier experience includes a role as a Data Analyst Consultant at Turnberry Solutions, coordinating analytics for Wells Fargo's WIM team, and as a Project Management Intern at TeamLogicIT, managing firewall installations and technology relocations. Evan’s career began in sales support at Fastenal Company and included customer service at Prarieville Park Family Entertainment Center. Evan holds a Bachelor's degree with a double major in IT Management and Supply Chain Management from the University of Wisconsin-Milwaukee.
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Walkner Condon Financial Advisors
Rooted in Madison's Monroe Street neighborhood, Walkner Condon Financial Advisors serve as financial guides for our clients, helping them look to their financial future with confidence and clarity. We have advisors who help clients in the Madison & Greater Dane County area, as well as a team of advisors who work with U.S. expats all over the globe. Our philosophy is built on transparency and the management of investment risk. We are a fee-only firm, meaning that we do not accept commissions from either investment or insurance companies. We are also fiduciaries for all of our clients. For more information, to schedule an appointment, or see the educational content produced by our advisors, please visit https://walknercondon.com. Disclosure: Walkner Condon Financial Advisors LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Walkner Condon Financial Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Walkner Condon Financial Advisors does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third-party content, services, products, or information regarding the website’s users and/or members.