Family. Wealth. For generations

• AK
• AZ
• CA
• CO
• DC
• DE
• FL
• GA
• ID
• IL
• LA
• MD
• MI
• MN
• MT
• NC
• NJ
• NV
• NY
• OH
• OR
• RI
• SC
• TX
• UT
• VA
• WA
• WY

Kalyn has gained critical insight into investor behavior and built a strong reputation for delivering comprehensive wealth management to clients and families. Kalyn believes true wealth management is about providing thoughtful solutions, based on extensive knowledge and experience, that deliver real value to clients. While asset allocation and portfolio rebalancing are tools she employs to help clients achieve their financial goals, it is Kalyn's sincere approach to building long-term relationships and her genuine empathy that distinguish her among her peers.

Kalyn holds the Certified Exit Planning Advisor (CEPA®) certification, Series 7 & 66 FINRA securities licenses as well as the State of California Insurance license (#0G20901). She earned her B.S. in Finance from the SCU Leavey School of Business at Santa Clara University in the San Francisco Bay area.

Kalyn resides in Encinitas with her husband Nick Walker and their two daughters. Kalyn's family is actively involved in supporting the Special Olympics and The Boys & Girls Club of Carlsbad.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes America’s Top Women Wealth Advisors, 2018, 2019, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Women Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• On Wall Street – Top 40 Advisors Under 40, 2016, 2017The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• Certified Exit Planning Advisor

• AK
• AZ
• CA
• CO
• DC
• DE
• FL
• GA
• ID
• IL
• LA
• MA
• MD
• MI
• MN
• MT
• NC
• NJ
• NV
• NY
• OH
• OR
• RI
• SC
• TX
• UT
• VA
• WA
• WY

For nearly 25 years, Perry has provided customized professional guidance, investment management and financial services to individuals, families, endowments and foundations. Perry's disciplined investment philosophy and proprietary investment models are grounded in risk management. He serves as Wealth Management Advisor on the Maher-Walker and Zeigler team and facilitates economic and market updates. While Perry will be the first to tell you: "Investments are an important part of one's overall financial plan", they are just a part. He believes sound comprehensive financial planning is the key to achieving your financial goals. Through bull and bear markets, Perry remains committed to providing consistent and reliable service to our clients.

Perry maintains the Certified Financial Planner (CFP®), Certified Investment Manager Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®) and Certified Portfolio Manager (CPM®) designations, in addition to the Series 7 & 66 FINRA securities registrations and State of California Insurance license (#0B37538).

Perry graduated with a B.S. in Marketing and Logistics from the University of Wisconsin-Madison.

• Accredited Wealth Management Advisor℠
• CERTIFIED FINANCIAL PLANNER™
• Certified Investment Management Analyst®
• Certified Private Wealth Associate®
• Certified Portfolio Manager®

• CA
• CO
• MA
• MI
• NC
• NV
• NY
• OR
• TX
• WA

Drawing on her passion for personal financial planning, Karen serves clients with her innate care for their overall and financial well-being. In her role as a Sr. Wealth Strategy Associate and with 20 years of industry experience, she works closely with client families, their tax & estate planning counselors and financial advisors to address financial concerns and develop together a solutions-offering through engagement and shared expertise. Throughout the wealth planning process, she also follows up with a team of UBS specialists in the areas of investment advisory, alternative investments, lending and philanthropy to ensure we deliver the best navigation to help clients attain their goals.

Karen holds the Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC®) designations. She also maintains the Series 7 & 66 FINRA Securities registrations and State of California Insurance license (#0D90393). Karen graduated with a Master’s degree in Civil Engineering from the University of Ghent in Belgium and is multi-lingual (English, Flemish, French and Italian).

• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Planning Counselor

• AK
• CA
• CO
• MI
• NC
• NV
• NY
• OR
• TX
• WA

Pamela oversees client services and responds directly to a full range of operational inquiries. Starting her career in the financial services industry in 1994, her expertise includes the areas of compliance, management and administration. Pamela's passion for providing exceptional client service sets our team apart from all others.

Pamela holds the following FINRA securities licenses: 7, 63, 66, 9, and 10. She earned her B.S. in Business Administration from California State University San Marcos.

• CA

Madeleine serves as a Registered Client Service Associate for the team. She has worked for over five years in the financial services industry. She has a passion for working with families, delivering exceptional client service and understanding financial planning to ensure all expectations are exceeded on a daily basis. 

Madeleine graduated from the University of San Diego. Traveling has always been a big part of her life and being enrolled in the Semester-at-Sea program was one of her greatest life experiences. She travelled to 12 countries in Europe, Africa and South America with hundreds of students on the ship, while taking hands-on, experiential classes and taking advantage of learning opportunities in every port. Although her travels have brought new perspectives, California always has a very special place in her heart. 

Madeleine holds the Series 7 & 66 FINRA securities registrations.