Senior Vice President–Wealth Management
As part of a successful family practice, recognized as Forbes/SHOOK "Best-in-State Wealth Advisors" (2018, 2019, 2020, 2021, 2022), Forbes/SHOOK "Top 250 Next-Generation Wealth Advisors" (2019, 2020, 2021), Forbes/SHOOK "Top Women Wealth Advisors" (2018, 2019, 2021, 2022) and ON Wall Street "Top 40 Advisors under 40" (2016, 2017), Kalyn has gained critical insight into investor behavior and built a strong reputation for delivering comprehensive wealth management to a select group of clients and families. Kalyn believes true wealth management is about providing thoughtful solutions based on extensive knowledge and experience that deliver real value to the team's clients. While asset allocation, portfolio rebalancing and in-person reviews are tools she regularly employs to help clients achieve their investment 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. 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 daughters. Kalyn's family is actively involved in supporting the Special Olympics and The Boys & Girls Club of Carlsbad.
Recognized as an industry leader:
Senior Vice President–Wealth Management
Accredited Wealth Management Advisor℠
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 has remained committed to providing consistent and reliable service to our clients.
Perry maintains the Certified Financial Planner (CFP®), Certified Investment Manager Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) designations, in addition to the Series 7 & 66 FINRA securities registrations and State of California Insurance license.
Perry graduated with a B.S. in Marketing and Logistics from the University of Wisconsin-Madison.
Senior Wealth Strategy Associate
Karen is a Senior Wealth Strategy Associate at UBS Financial Services with experience in private wealth management since 2002. She assists financial advisors with the design of goals-based financial plans and the implementation of investment strategies. As a liaison between the advisors and the client service team, Karen draws upon her innate caring and attention to detail to ensure the team delivers an exceptional client service experience founded in integrity and trust.
Karen maintains the Certified Financial Planner™ (CFP®) and Chartered Retirement Planning CounselorTM (CRPC®) certifications. She holds the Series 7 & 66 FINRA securities registrations as well as the State of California Insurance license. She earned a Master in Civil Engineering from the University of Ghent in Belgium, and is multi-lingual (English, Flemish, French and Italian).
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.