Meet Our Team

Warren Wall

MBA, CFP®, Senior Advisor

President of Wall and Company, Inc., Warren has over 25 years in the financial services industry. He is a Certified Financial Planner who is dedicated to creating wealth and financial security for his clients. Warren is also the...

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Nate O'Steen

Associate Advisor

Nate has a B.A. degree in Economics & French from Hamilton College in upstate New York. Nate works with Wall and Company clients as part of the firm’s Client Advisor Team. He is a Registered Investment Advisor Representative...

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Maureen Sommer

Service Manager

Maureen has spent many years working in the Financial Services industry. She provides client services as well as trade execution support for the firm's investment management programs.  In her spare time, Maureen enjoys reading, cooking...

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Andrea Robertson

Office Manager

Andrea is the firms Office Manager and handles the firms bookkeeping, compliance and trade execution support.  Andrea graduated from Asheville-Buncombe Technical Community College...

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