Broker Check

Team

 

David Waltz CFP ®, CRPC ®, MS

Financial Advisor

(812) 473-9890

dwaltz@wealthTA.com

Mr. Waltz graduated from Indiana University in 1980 with a bachelor's degree in Psychology. In 1982, he entered the Financial Services industry. In 1990, he earned his Certified Financial Planner designation and began to focus on...

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Steven D. Waltz, CFP®, CRPC®

Financial Advisor

(812) 473-9890

(812) 479-0310

swaltz@wealthTA.com

Steve was born and raised on the west side of Evansville, Indiana and graduated from F. J. Reitz High School and University of Southern Indiana, where he majored in marketing. He now resides on the north side of Evansville. Growing up...

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