Michael D. Wall President
Michael D. Wall, is President and Founding Principal of Wall Financial Group, Inc in Altoona, PA.
The mission of the firm is to "assist our clients in achieving the goals and objectives that are most important to them by integrating methods that are aimed to help them reach their retirement goals. We assist them in gaining clarity in a world of increasing complexity by serving as our client's "Personal CFO."
Michael has been a guest on CNBC, FOX Business, WTAJ TV 10 and WJAC TV 6 News. He has also been interviewed for advice on columns in The Wall Street Journal, Smart Money, CNN Money, The Street.com as well as others.
Mr. Wall's goal in working with clients is to allow them to have the freedom to focus on and spend time doing the activities that bring them the most internal satisfaction. His clients are clear about what is important to them in life and understand that money is nothing more than a tool for them to use to support their value system.
A local guy, Mike has lived in this area since 1977 and enjoys the beauty of this region. He currently resides in Altoona and is happily married to his wife, Samantha since 2001. He enjoys spending time with his son Cyrus, born in November 2007 and his second son Justus, born September 2009 as well as his twins Joel and Jael, born January 2011. He loves anything outdoors, hiking, camping, volleyball, Golfing and many other activities. He is also very active with the youth group at his church as well as being the past president of the Church Operations Committee.
Michael is an upstanding member of the National Ethics Bureau and Wall Financial Group is a recognized member of the Better Business bureau.
Rosalita Heverly - Director of Operations
When contacting Wall Financial Group, she will be the friendly, yet professional voice handling all of your needs.
Rosalita serves as our Director of Operations. She is in charge of the preparation of applications and new paperwork. Rosalita prepares all the necessary paperwork and prides herself in making the transition process as smooth as possible for you. She is also in charge of the service of client business. Should you need any service forms completed, she can handle most service requests and is always available during normal business hours. Should you need assistance with withdrawals, beneficiary changes or simple questions, she will be happy to help you
"I am very excited to have Rosalita as a part of our team as I believe her talents, abilities, as well as her caring attitude will perfectly align with our goals in meeting our clients' needs!" Quoted Michael Wall, Owner Wall Financial Group. Rosalita is married to Scott Heverly and together they have 2 children, son, Cameron, and daughter, Jaden.
Rosalita is involved with various ministries in her local church. She enjoys outdoor activities and looks forward to yearly vacations to Florida, where she spends time with her parents and friends.
Samantha B. Wall - Director of Marketing
Samantha serves as our Director of Marketing. She is in charge of assisting with and creating marketing pieces that clearly represent the firm as well as helping out with other back office tasks. Sammie Enjoys doing everything she can to offer insight here and there that can help create an even more exciting client experience.
She has been a part of Wall Financial Group almost since the inception in 2002. Sam prides herself on being detail oriented and always being on top of things to ensure that the office runs smoothly.
"I enjoy the fact that I can work with my husband in our business and I am thankful that we have the ability to touch so many lives in a positive way"
She currently resides in Duncansville with her husband Michael Wall.
Carrie Biddle - Insurance Specialist
Carrie is the one who will assist you with specific insurance needs. She prides herself in taking the steps neccessary to become an expert in her field.
She currently holds her life and health license and lives in Martinsburg with her husband and two boys.
To schedule a time to discuss your retirement future contact us at firstname.lastname@example.org or call us at (814) 943.2351.