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Home About Us Our Values Meet the Team The Client Experience Who We Serve What Makes Us Different Frequently Asked Questions Our Services Financial Planning Investment Management Retirement Plan Set-up and Administration Why a CFP®? Resources Blog Media Quotes Get in Touch Schedule an Appointment Contact Us

Meet the Team

SCWealthplanning2018+-2sm.jpeg — Eric Walters, CFA, CFP®

Managing Partner, Founder
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Michelle Walters, MBA

Operating Partner, Co-Founder
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Jacob Boeding

Client Service Associate

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