At Maverick Wealth Management, we are not your run of the mill financial management firm. You will not find any stuffy offices filled with hard-lined sales people trying to push products to help pay for their personal lifestyles.

Serving our community and serving our clients is our primary focus. Without our individual and business clients, we are not a firm. Working together to help you is our staff's number one goal. We work hard to earn your trust, and we will always value and guard the trust you place in us.

The advisors at Maverick have chosen to devote their career to helping our clients work towards their financial goals. We can never say this enough, our clients come first. We will always spend as much time as is needed to help serve and educate our clients on every aspect of their financial plan.

Maverick Wealth Management is a personal firm where our clients have the backing of our entire team, at all times.

About the Team Members

Jeremy J. Walker, CRPC, AWMA

Wealth Manager / President / Managing Partner

I provide sound financial advice to help my clients achieve financial independence.

Matt Hubbell

Wealth Manager / Managing Partner

I am passionate about working with my clients and want them to experience financial confidence now and in retirement.

Kelly Montgomery

Client Services Director

Kelly our lead client service manager at Maverick Wealth Management.

Tasha S Walker

Administrative Assistant

Tasha supports Maverick Wealth's wealth managers and client services coordinator by coordinating the many tasks that need to be completed on a daily basis.

Awards and Recognition

Our Community Events

Want to know more about us?

Give us a call, drop us a line, or stop by and see us if you are in the area.