Your Team

Richard Walls, Sr.

If experience is one of life’s greatest teachers, Richard has been taught by the best.

A 1970 graduate of The University of Pennsylvania, Richard spent more than 20 years tackling Wall Street as an executive for a top brokerage firm and then moving cross-country to sunny California to manage bond issuances.

After decades of corporate life, Richard founded Walls Investments in 1999, believing that finances and independent wealth is achieved by being agile and resilient.

These experiences solidified the type of advisor Richard is today. Abhorring passive strategies, he balances conservativism and boldness when it comes to his clients and his business.

When he isn’t outsmarting the markets, Richard loves spending time with his wife, kids, grandchildren and his boat...and not always in that order. Otherwise you can find him walking his 10,000 steps every day or reading a ridiculously large number of history books.

Rich Walls, Jr.

Whether it is managing client portfolios, investment data, or his four kids, Rich is a master of logistics and research.

He has an uncanny and systematic ability to filter through financial static to glean relevant indicators and facts. A graduate of Duquesne University’s Palumbo-Donahue School of Business, Rich has over 15 years of market analysis and research experience.

In addition to serving our clients in this manner, Rich is passionate about financial freedom. A Dave Ramsey fan and practitioner of his principles, Rich enjoys supporting clients on their own financial journey through financial plans, budgeting and debt management.

When Rich isn’t sleuthing for investment gems or chasing his crazy crew around, you’ll find him on the soccer fields coaching or navigating one of our many waterways.

Maria Henry

After 35 years in the industry, 26 of which have been on our team, Maria is the pit boss of our team, ready to tackle anything and keep us moving forward.

She executes our client-centric and relationship based approach, walking our clients through the procedural aspects of their portfolio. She also leads our team’s corporate retirement services, working closely with plan sponsors and their participants.

A dog-mom of four, Maria enjoys soaking up the sun on local sandbars and volunteering at several charitable organizations.