Team
Kalista Readnower
Advisor Assistant
(513) 860-0601
Kalista began working with Walter as his assistant in April of 2021. In this role, she is responsible for client service, including all order processing and accuracy. She will also be your point of contact for scheduling meetings. Kalista..
Walter Wilson, CFP®, ChFC®
Financial Advisor
(513) 860-0601
Call or email to schedule an initial consultation or client review. Walter is a Financial Advisor with Waddell & Reed and a CERTIFIEDFINANCIAL PLANNER™ practitioner. He received his bachelor’s degree inMathematics and...
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