Warren Wall - MBA, CFP and Chief Executive Officer, Ext. 19,
As President of Wall & Company, Warren has over 25 years of experience in the financial services industry. He is a Certified Financial Planner that is dedicated to creating wealth and financial security for clients. He is also the co-author of two books on retirement and is a well-respected financial educator. Warren enjoys hiking, boating, skiing and exploring the great outdoors with his wife Lauren. He also stays active with his 3 adult children Justin, Sarah and Rachelle and his 3 grandchildren Hailee, Jasmine and Rebecca.
Bruce Dannenberg - MBA , MS , Institutional Sales, Ext. 15,
Bruce Dannenberg has been in the Insurance, Investment, and Financial Planning arena for over 22 years. He holds a Master of Business Administration degree from the University of Vermont and a Master of Science degree from Clemson University . He is a registered representative and investment advisor representative of Ridgeway and Conger, Inc., a FINRA member registered with the SEC. He handles Wall & Company’s Institutional clients and prospects. Bruce lives in Black Mountain with his wife Susan and their two boys, Jesse and Isaac.
Andrea Robertson - Office Administrator, Ext. 18 ,
Andrea has six years of accounting experience. She graduated from Asheville-Buncombe Technical Community College with her Associates of Arts in Accounting in 2001. She is the correspondent for the company's accounting, compliance and trading needs. When she isn't working, she takes pleasure in spending time with her family, husband Patrick and son Elijah, two cats and one dog. She also enjoys camping, viewing fast and/or antique cars, and music.
Jenni Gregory, Client Service Team Manager, Ext. 17,
Jenni has over 15 years experience in accounting and administration. Jenni holds an Associate Degree in Accounting from Blue Ridge Community College . She is Wall & Company's Client Service Team manager and is responsible for making sure all customer service needs are being met in both an accurate and timely manner. She is a native of Henderson County and currently resides in Flat Rock with her husband Stephen and two children Lindsay and Colton . Jenni enjoys spending her free time at the lake with her family, attending concerts and reading.
Kim Carver - Trade Manager & Client Service Assistant, Ext. 22 ,
Kim entered the financial services realm with Wall & Company after six years in front office administration. She graduated from Asheville-Buncombe Community College with her Associates in Arts in Business Administration in 2000. She handles daily trades and assists clients with service needs. Kim enjoys spending time with her family, husband, Chris, and her four children Quentin, Kaitlyn, James, and Mikaela. She also enjoys going to the lake and being a cheerleading instructor in her spare time.
Mary Cluer-Receptionist, Ext. 10,
Mary comes to Wall & Company with a background in Front Office Administration. Mary worked for a family practitioner for over 10 years and worked within the service administration area for a manufacturing company for over 8 years. Mary moved to Asheville from Southern California with her husband, Allen. Mary enjoys antiquing, reading and cross-stitching. Mary & Allen have two grown children, Justin and Courtney.