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ABOUT THE MAVERICK WAY

Whatever your financial goals are in life, whether it’s a better lifestyle for you and your family, or building your business to create a legacy, we are here to help create a guide map toward your financial future.

You are the focus of our business: You, your life, your family, and your financial future.

With years of financial education and experience on our side, we are strategically poised to help you work towards making your financial dreams a reality. Although, we don’t have a crystal ball, nor can we predict the future, our comprehensive plans seek to take your goals, objectives and risk aversions into account to help you get to where you want to be.

A Goal Without A Plan Is Just A Wish.

In today’s culture, the art of listening seems to be a thing of the past. At Maverick, everything we do revolves around listening and knowing our clients’ needs. If we do not know where you are looking to get to, how are we to know when we’ve arrived? All we do is create the map from where you are today to where you want to be.

What can you expect from Maverick? You can expect honest advice delivered in a jargon-free, plain English environment. We want to help you feel confident knowing you are working towards your goals.

It would be our pleasure to serve you. Call us today or complete our short new client form and we’ll be pleased to help you.

Our Services

We believe that individual and dedicated client care is a central aspect of fulfilling our goal of total peace of mind for our clients. We have dedicated professionals working for you. Each clients have the benefit of a dedicated personal Consultant, and the backup of our highly qualified team. We are all here to ensure that advice given is current and suitable for your on-going needs.

Our Team

The right team makes all the difference!

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.