As an independent financial advisor, Damon D. Walker believes that financial planning is about more than just investing. He takes his clients through a comprehensive financial planning process that focuses on achieving their unique long-term financial goals. Damon believes that education plays an important role in financial planning and strives to educate his clients throughout the financial planning process.
With 25 years of experience in the investment, insurance and estate planning industry, Damon focuses on helping his clients minimize risk and build a financial plan that best fits their life. Damon has been a Dave Ramsey SmartVestor Pro for Investing for more than 13 years, and has served on Dave Ramsey’s SmartVestor Council since it was formed in 2013. Damon is also a Dave Ramsey Endorsed Local Provider for Long Term Care Insurance.
Damon received his Bachelor’s Degree from Coe College and a Master’s Degree from the University of South Dakota. He currently holds his series 6, 63, 66 and 7 licenses as well as his Health & Life Insurance license. Damon is also an Accredited Investment Fiduciary (AIF).
Damon currently resides in Solon, Iowa with his wife Carolin and their sons Jackson and Lucas. In his free time, he enjoys running, traveling, fishing, golf, and outdoor activities.